Original filing (PDF)20250806092351NAL0007972130001

EDWARD A. GRAVES AGENCY INC.

Name: EDWARD A. GRAVES AGENCY INC. — EDWARD A. GRAVES AGENCY INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EDWARD A. GRAVES AGENCY INC.

Form 5500-SF

FILING_RECEIVED

EDWARD A. GRAVES AGENCY INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDWARD A. GRAVES AGENCY INC..

Plan sponsor

Name

EDWARD A. GRAVES AGENCY INC.

EIN

11-3596669

Address

1149 OLD COUNTRY ROAD STE B5 · RIVERHEAD, NY · 11901

Phone

(631) 727-1122

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-08-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Welfare benefit codes

4B · Life Insurance

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 providers

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