How big is Robert Todd Graves CPA PLLC's plan?

Robert Todd Graves CPA PLLC's plan reported $1.4M in assets and 7 participants for 2024.

Original filing (PDF)20250617090435NAL0000745779001

Robert Todd Graves CPA PLLC

Name: Robert Todd Graves CPA PLLC — Robert Todd Graves CPA, Form 5500 (2024)
Creator: Robert Todd Graves CPA PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert Todd Graves CPA PLLC 401(k) & Profit Sharing Plan

401(k) retirement plan · Robert Todd Graves CPA PLLC's Robert Todd Graves CPA PLLC 401(k) & Profit Sharing Plan held $1.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Todd Graves signed Robert Todd Graves CPA PLLC's 2024 Form 5500 as plan administrator.

Todd Graves — 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

Robert Todd Graves CPA PLLC's EIN is 20-3061813.

EIN 20-3061813

Plan number 001

Plan year 2024

ACK ID 20250617090435NAL0000745779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Robert Todd Graves CPA PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Robert Todd Graves CPA PLLC's 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 ROBERT TODD GRAVES CPA PLLC.

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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

Helping the score