Original filing (PDF)20250818111158NAL0002332594001

KELLY E GRAHAM INSURANCE

Name: KELLY E GRAHAM INSURANCE — KELLY GRAHAM INSURANCE 401(K) & PROFIT SHARING, Form 5500 (2024)
Creator: KELLY E GRAHAM INSURANCE

Form 5500-SF

FILING_RECEIVED

KELLY GRAHAM INSURANCE 401(K) & PROFIT SHARING

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$686K

Net assets (EOY)

$686K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

KELLY E GRAHAM INSURANCE

EIN

34-1964905all filings

Address

117 BROAD STREET · WADSWORTH, OH · 44281

Phone

(330) 334-1416

Industry