Back to filter
Original filing (PDF)20250409082527NAL0021973777001
GRAVES ENGINEERING, INC.
Form 5500-SF
FILING_RECEIVED
GRAVES ENGINEERING, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAVES ENGINEERING, INC..
Plan sponsor
Name
GRAVES ENGINEERING, INC.
EIN
04-2951558
Address
100 GROVE STREET · WORCESTER, MA · 01605
Phone
(508) 856-0321
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Engineering Services plans
TUTELA ENGINEERING ASSOCIATES
TUTELA ENGINEERING ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 3 participants
ENERGETICS CONSULTING ENGINEERS, LLC
ENERGETICS 401(K) PLAN
$1.5M · 20 participants
THE PINNACLE CONSULTING GROUP, INC.
THE PINNACLE PLAN
$1.5M · 7 participants
BTEX ENGINEERING, INC.
BTEX ENGINEERING, INC. 401(K) PLAN
$1.5M · 4 participants
DAVID L. WALLACE AND ASSOCIATES, P.A.
DAVID L. WALLACE & ASSOCIATES, P.A. 401(K) PROFIT SHARING
$1.5M · 29 participants
HOOVER & KEITH, INC.
HOOVER AND KEITH, INC. 401(K) PLAN
$1.5M · 4 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B