How big is Grogan Graffam, P.C.'s plan?

Grogan Graffam, P.C.'s plan reported $8K in assets for 2023.

Original filing (PDF)20240710073638NAL0022379600001

Grogan Graffam, P.C.

Name: Grogan Graffam, P.C. — Grogan Graffam, P. C. 401(k), Form 5500 (2023)
Creator: Grogan Graffam, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grogan Graffam, P. C. 401(k) Profit Sharing Plan

401(k) retirement plan · Grogan Graffam, P.C.'s Grogan Graffam, P. C. 401(k) Profit Sharing Plan reported $8K in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Tracy PAPE signed Grogan Graffam, P.C.'s 2023 Form 5500 as plan administrator.

Tracy PAPE — 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

Grogan Graffam, P.C.'s EIN is 23-2384167.

EIN 23-2384167

Plan number 002

Plan year 2023

ACK ID 20240710073638NAL0022379600001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Grogan Graffam, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Grogan Graffam, P.C.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GROGAN GRAFFAM, P.C..

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Plan health score

Above-average plan

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