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The Graves Firm, a Professional Corporation 401(k) Plan

What public Form 5500 filings show about the The Graves Firm, a Professional Corporation 401(k) plan — and how to find and check your own account.

Plan assets
$2.1M
Participants
4
Plans on file
1

The The Graves Firm, a Professional Corporation 401(k) on its latest Form 5500

The Graves Firm, a Professional Corporation (EIN 20-8160325) reports THE GRAVES FIRM, A PROFESSIONAL CORPORATION SAFE HARBOR 401K PROFIT SHARING PLAN on its most recent Form 5500, with $2.1M in plan assets across 4 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 The Graves Firm, a Professional Corporation filing — schedules, fees, and providers.

Who runs the The Graves Firm, a Professional Corporation 401(k)?

The Graves Firm, a Professional Corporation’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask The Graves Firm, a Professional CorporationHR for the recordkeeper’s name and login.

How to check your The Graves Firm, a Professional Corporation 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask The Graves Firm, a Professional Corporation HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: The Graves Firm, a Professional Corporation — all Form 5500 filings (EIN 20-8160325) · California employer EIN lookup · Form 5500 search
The Graves Firm, a Professional Corporation 401(k) Plan — Form 5500