GRAHAM MEDICAL CLINIC PC ROTH SAFE HARBOR 401-K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
23
Accounts w/ balance
33
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
Plan health score
93
/ 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
77
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAHAM MEDICAL CLINIC PC.
Plan sponsor
Name
GRAHAM MEDICAL CLINIC PC
EIN
23-2173798
Address
C/O MICHAELS AND ASSOCIATES PC · PO BOX 310 · DILLSBURG, PA · 170190310
Phone
(717) 776-3114
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Name
GRAHAM MEDICAL CLINIC PC
EIN
23-2173798
City
DILLSBURG, PA
Phone
(717) 776-3114
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-09-01
Tax period
2024-08-31
Filed
2025-06-11
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
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.
