How big is Michael Graham's plan?

Michael Graham's plan reported $732K in assets and 3 participants for 2025.

Original filing (PDF)20260514085257NAL0008308561001

Michael Graham

Name: Michael Graham — Michael Graham 401(k) Plan, Form 5500 (2025)
Creator: Michael Graham
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Michael Graham 401(k) Plan

401(k) retirement plan · Michael Graham's Michael Graham 401(k) Plan held $732K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$732K

Net assets (EOY)

$732K

People on this filing

Michael Graham signed Michael Graham's 2025 Form 5500 as plan administrator.

Michael Graham — 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

Michael Graham's EIN is 23-2984903.

EIN 23-2984903

Plan number 001

Plan year 2025

ACK ID 20260514085257NAL0008308561001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Michael Graham from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Michael Graham's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MICHAEL GRAHAM.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Plan sponsor

Name

MICHAEL GRAHAM

EIN

all filings

Address

813 GRAVEL PIKE · COLLEGEVILLE, PA · 194261600

Phone

(610) 287-6161

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-14

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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