Original filing (PDF)20250925122224NAL0008503009001

GREAT GRAY TRUST COMPANY, LLC

Name: GREAT GRAY TRUST COMPANY, LLC — GREAT GRAY LARGE CAP VALUE INSIGHTS FUND, Form 5500 (2024)
Creator: GREAT GRAY TRUST COMPANY, LLC

Form 5500

FILING_RECEIVED

GREAT GRAY LARGE CAP VALUE INSIGHTS FUND

Employee benefit plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$294

Net assets (EOY)

$147

How this plan invests

This plan

1 collective trust

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.

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.

Plan sponsor

Name

GREAT GRAY TRUST COMPANY, LLC

EIN

99-5003887

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

001

Plan year

2024

Plan year begin

2024-12-31

Tax period

2024-12-31

Filed

2025-09-25

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $147(50% 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.