What public Form 5500 filings show about the Graves, Dougherty, Hearon & Moody a Professional Corporation 401(k) plan — and how to find and check your own account.
Graves, Dougherty, Hearon & Moody a Professional Corporation (EIN 74-2587674) reports GRAVES, DOUGHERTY, HEARON & MOODY 401(K) PLAN AND TRUST on its most recent Form 5500, with $55.7M in plan assets across 56 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 Graves, Dougherty, Hearon & Moody a Professional 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 Graves, Dougherty, Hearon & Moody a Professional Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RETIREMENT PLAN FIDUCIARIES, CROWE LLP, VANGUARD ADVISERS.
