Original filing (PDF)20250930142550NAL0029546898001

GREAT GRAY TRUST COMPANY, LLC

Name: GREAT GRAY TRUST COMPANY, LLC — INDEXSELECT GROWTH 2065 FUND, Form 5500 (2024)
Creator: GREAT GRAY TRUST COMPANY, LLC

Form 5500

FILING_RECEIVED

INDEXSELECT GROWTH 2065 FUND

Employee benefit plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$2K

How this plan invests

This plan

5 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 65% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

100

Plan health

n/a

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREAT GRAY TRUST COMPANY, LLC.

Plan sponsor

Name

GREAT GRAY TRUST COMPANY, LLC

EIN

99-1579274

Address

6725 VIA AUSTI PARKWAY, SUITE 260 · LAS VEGAS, NV · 89119

Phone

(866) 427-6885

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

017

Plan year

2024

Plan year begin

2024-11-12

Tax period

2024-12-31

Filed

2025-09-30

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

5 pooled funds· $2K(85% 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.

			% of plan
RUSSELL 1000 INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3357216 / PN 001	Common Collective Trust	$1K	50.2%
BR MSCI ACWI EX-U.S. IMI INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-4955447 / PN 001	Common Collective Trust	$859	29.2%
RUSSELL 2000 INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3318704 / PN 001	Common Collective Trust	$110	3.7%
FTSE NAREIT ALL EQUITY REITS INDEX BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 99-3288435 / PN 001	Common Collective Trust	$25	0.9%
LONG TERM CREDIT BOND INDEX FUND F BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 87-1467186 / PN 001	Common Collective Trust	$25	0.9%