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Original filing (PDF)20251002083815NAL0000356032001
CHOCTAW GLOBAL, LLC
Form 5500
FILING_RECEIVED
CHOCTAW GLOBAL LLC RETIREMENT PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
77
Accounts w/ balance
145
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
27 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Great Gray MyWayRetirement Index Retirement Fund N/A" is 28% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHOCTAW GLOBAL, LLC.
Plan sponsor
Name
CHOCTAW GLOBAL, LLC
EIN
82-2045993
Address
3306 CHOCTAW RD · DURANT, OK · 74701
Phone
(580) 200-0927
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3C · Not intended to be qualified
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LANDMARK PLC, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
Investments
12 direct securities · 27 pooled funds· $16.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$8.5M
27 holdings
Uncategorized
$8.1M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Great Gray MyWayRetirement Index Retirement Fund N/A | — | — | — | $2.5M | 28.2% | |
| MYWAYRTMT IDX RETIREMENT FD GREAT GRAY TRUST COMPANY · EIN 38-4065298 / PN 382 | Common Collective Trust | — | — | $2.5M | 28.2% | |
| Great Gray MyWayRetirement Index 2035 Fund N/A | — | — | — | $2.4M | 27.1% | |
| MYWAYRTMT IDX 2035 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065300 / PN 384 | Common Collective Trust | — | — | $2.4M | 27.1% | |
| MYWAYRTMT IDX 2045 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065301 / PN 385 | Common Collective Trust | — | — | $911K | 10.4% | |
| Great Gray MyWayRetirement Index 2045 Fund N/A | — | — | — | $911K | 10.4% | |
| Great Gray MyWayRetirement Index 2040 Fund N/A | — | — | — | $874K | 10.0% | |
| MYWAYRTMT IDX 2040 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065295 / PN 379 | Common Collective Trust | — | — | $874K | 10.0% | |
| Great Gray MyWayRetirement Index 2030 Fund N/A | — | — | — | $467K | 5.3% | |
| MYWAYRTMT IDX 2030 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065294 / PN 378 | Common Collective Trust | — | — | $467K | 5.3% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $251K | 2.9% | |
| Wilmington BlackRock Equity Index Fund Cl 1 N/A | — | — | — | $250K | 2.9% | |
| MYWAYRTMT IDX 2050 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065307 / PN 391 | Common Collective Trust | — | — | $243K | 2.8% | |
| Great Gray MyWayRetirement Index 2050 Fund N/A | — | — | — | $243K | 2.8% | |
| MYWAYRTMT IDX 2055 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065302 / PN 386 | Common Collective Trust | — | — | $228K | 2.6% | |
| Great Gray MyWayRetirement Index 2055 Fund N/A | — | — | — | $228K | 2.6% | |
| Participants maturity dates through 2029 -0- | — | — | — | $207K | 2.4% | |
| MYWAYRETIREMENT LRG CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264527 / PN 690 | Common Collective Trust | — | — | $184K | 2.1% | |
| BLACKROCK MID CAP EQ IDX CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $128K | 1.5% | |
| MYWAYRETIREMENT LRG CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 38-4139869 / PN 647 | Common Collective Trust | — | — | $115K | 1.3% | |
| MYWAYRETIREMENT SM CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $82K | 0.9% | |
| Great Gray MyWayRetirement Index 2060 Fund N/A | — | — | — | $46K | 0.5% | |
| MYWAYRTMT IDX 2060 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065297 / PN 381 | Common Collective Trust | — | — | $46K | 0.5% | |
| MYWAYRETIREMENT MID CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 38-4139870 / PN 648 | Common Collective Trust | — | — | $34K | 0.4% | |
| MYWAYRETIREMENT MID CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $32K | 0.4% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $31K | 0.4% | |
| Great Gray MyWayRetirement Index 2065 Fund N/A | — | — | — | $30K | 0.3% | |
| MYWAYRTMT IDX 2065 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139859 / PN 636 | Common Collective Trust | — | — | $30K | 0.3% | |
| BLACKROCK EAFE EQ IDX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $26K | 0.3% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $9K | <0.1% | |
| MYWAYRETIREMENT COMMODITIES R GREAT GRAY TRUST COMPANY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $3K | <0.1% | |
| Wilmington MyWayRetirement Emerging Markets R N/A | — | — | — | $3K | <0.1% | |
| MYWAYRETIREMENT EMERG MRKTS R GREAT GRAY TRUST COMPANY · EIN 38-7264529 / PN 692 | Common Collective Trust | — | — | $3K | <0.1% | |
| MYWAYRETIREMENT SM CAP VAL R GREAT GRAY TRUST COMPANY · EIN 85-3975085 / PN 651 | Common Collective Trust | — | — | $3K | <0.1% | |
| MYWAYRETIREMENT INTERNATIONAL GREAT GRAY TRUST COMPANY · EIN 38-4126285 / PN 589 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRTMT IDX 2025 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065299 / PN 382 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT REAL ESTATE R GREAT GRAY TRUST COMPANY · EIN 38-7264530 / PN 693 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT INTL GROWTH R GREAT GRAY TRUST COMPANY · EIN 38-4139868 / PN 646 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT CORE BOND R FD GREAT GRAY TRUST COMPANY · EIN 38-4139867 / PN 645 | Common Collective Trust | — | — | $0 | <0.1% |
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