How big is Charles A. GRAF DBA PTAS' plan?

Charles A. GRAF DBA PTAS' plan reported $135K in assets and 9 participants for 2025.

Original filing (PDF)20260521115123NAL0005034002001

Charles A. GRAF DBA PTAS

Name: Charles A. GRAF DBA PTAS — PTAS 401(k) Plan, Form 5500 (2025)
Creator: Charles A. GRAF DBA PTAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PTAS 401(k) Plan

401(k) retirement plan · Charles A. GRAF DBA PTAS' PTAS 401(k) Plan held $135K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

People on this filing

Chuck GRAF signed Charles A. GRAF DBA PTAS' 2025 Form 5500 as plan administrator.

Chuck GRAF — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Charles A. GRAF DBA PTAS' EIN is 13-4296787.

EIN 13-4296787

Plan number 001

Plan year 2025

ACK ID 20260521115123NAL0005034002001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Charles A. GRAF DBA PTAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Charles A. GRAF DBA PTAS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLES A. GRAF DBA PTAS.

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Plan health score

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

100

Knocking points off