What public Form 5500 filings show about the Graham Corporation 401(k) plan — and how to find and check your own account.
Graham Corporation (EIN 16-1194720) reports GRAHAM CORPORATION INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $97.7M in plan assets across 591 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Graham Corporation filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Graham Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FREED MAXICK, SAGEVIEW ADVISORY GROUP, BURKE GROUP NOW PART OF USI, VANGUARD FIDUCIARY TRUST, HARTER SECREST & EMERY LLP.
