KMETZ, ELWELL, GRAHAM & ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
25
Accounts w/ balance
32
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
Plan health score
87
/ 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
56
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KMETZ, ELWELL, GRAHAM & ASSOCIATES,.
Plan sponsor
Name
KMETZ, ELWELL, GRAHAM & ASSOCIATES,
EIN
27-1238921
Address
2800 OCEAN DRIVE · VERO BEACH, FL · 32963
Phone
(772) 231-6902
Industry
CPA Offices· Professional & Technical Servicessee all
