How big is Great Gray Trust Company, LLC's plan?

Great Gray Trust Company, LLC's plan reported $203K in assets for 2024.

Original filing (PDF)20251013122850NAL0002794914001

Great Gray Trust Company, LLC

Name: Great Gray Trust Company, LLC — Smartgoal by J.P., Form 5500 (2024)
Creator: Great Gray Trust Company, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Smartgoal by J.P. Morgan 2040 Fund

Employee benefit plan · Great Gray Trust Company, LLC's Smartgoal by J.P. Morgan 2040 Fund reported $203K in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$203K

Net assets (EOY)

$202K

Plan identifiers

Great Gray Trust Company, LLC's EIN is 99-3382280.

EIN 99-3382280

Plan number 005

Plan year 2024

ACK ID 20251013122850NAL0002794914001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Great Gray Trust Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREAT GRAY TRUST COMPANY, LLC.

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How this plan invests

This plan

9 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

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

n/a

Helping the score

Below-peer total plan cost (100th percentile).
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

GREAT GRAY TRUST COMPANY, LLC

EIN

all filings

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

005

Plan year

2024

Plan year begin

2024-12-13

Tax period

2024-12-31

Filed

2025-10-13

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

9 pooled funds· $202K(99% 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
JPMCB EQUITY INDEX JPMORGAN CHASE BANK, N.A. · EIN 20-2266703 / PN 001	Common Collective Trust	$84K	41.3%
JPMCB EAFE EQUITY INDEX JPMORGAN CHASE BANK, N.A. · EIN 81-5213748 / PN 001	Common Collective Trust	$40K	19.6%
NCIT NATIONWIDE FIXED CONTRACT FUND GLOBAL TRUST COMPANY · EIN 32-6562512 / PN 048	Common Collective Trust	$32K	16.0%
JPMCB EMERGING MARKETS EQUITY INDEX JPMORGAN CHASE BANK, N.A. · EIN 92-1166186 / PN 001	Common Collective Trust	$15K	7.3%
JPMCB MID CAP EQUITY INDEX JPMORGAN CHASE BANK, N.A. · EIN 81-5011550 / PN 001	Common Collective Trust	$11K	5.5%
JPMCB CORE PLUS BOND JPMORGAN CHASE BANK, N.A. · EIN 81-2849512 / PN 001	Common Collective Trust	$8K	4.0%
JPMCB SMALL CAP EQUITY INDEX JPMORGAN CHASE BANK, N.A. · EIN 81-5024455 / PN 001	Common Collective Trust	$6K	3.0%
JPMCB U.S. REIT INDEX JPMORGAN CHASE BANK, N.A. · EIN 82-4756532 / PN 001	Common Collective Trust	$3K	1.6%
JPMCB CORE BOND FUND JPMORGAN CHASE BANK, N.A. · EIN 20-3847783 / PN 001	Common Collective Trust	$3K	1.3%