Original filing (PDF)20251008102227NAL0005394753001

GREGORY FCA COMMUNICATIONS, LLC

Name: GREGORY FCA COMMUNICATIONS, LLC — GREGORY FCA COMMUNICATIONS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: GREGORY FCA COMMUNICATIONS, LLC

Form 5500

FILING_RECEIVED

GREGORY FCA COMMUNICATIONS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

114

Accounts w/ balance

150

Plan assets (EOY)

$9.6M

Net assets (EOY)

$9.6M

How this plan invests

This plan

3 pooled trusts

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: RELIANCE TRUST COMPANY STABLE VALUE FUND COLLECTIVE INVESTMENT TRUST, SERIES 25053 (extraction pending)]" is 100% of plan.

Helping the score

Below-peer total fees (1 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREGORY FCA COMMUNICATIONS, LLC.

Plan sponsor

Name

GREGORY FCA COMMUNICATIONS, LLC

EIN

84-3772482

Address

27 WEST ATHENS AVENUE · ARDMORE, PA · 19003

Phone

(610) 642-8253

Industry

Professional & Technical Servicessee 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

2025-10-08

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

SCOTT A. MILLER & CO., CPA'S, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$332	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$174	—

Investments

3 pooled funds· $757K(8% 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.

Investment	Type	Shares / units	Cost	Current value	% of plan
RELIANCE METLIFE GAC SERIES 25053 RELIANCE TRUST CT OR SVF · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$757K	7.9%
UNIFIED COLLECTIVE INVESTMENT TRUST AMERICAN TRUST COMPANY · EIN 61-2025474 / PN 001	Common Collective Trust	—	—	$0	<0.1%
UT STABLE VALUE MASTER TRUST AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008	Common Collective Trust	—	—	$0	<0.1%