How big is Graybill Wealth Management, Ltd.'s plan?

Graybill Wealth Management, Ltd.'s plan reported $1.3M in assets and 3 participants for 2025.

Original filing (PDF)20260210081257NAL0004508050001

Graybill Wealth Management, Ltd.

Name: Graybill Wealth Management, Ltd. — Graybill Wealth, Form 5500 (2025)
Creator: Graybill Wealth Management, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Graybill Wealth Management, Ltd. Retirement Plan and Trust

Defined-benefit pension plan · Graybill Wealth Management, Ltd.'s Graybill Wealth Management, Ltd. Retirement Plan and Trust held $1.3M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Graybill Wealth Management, Ltd.'s EIN is 36-2681052.

EIN 36-2681052

Plan number 002

Plan year 2025

ACK ID 20260210081257NAL0004508050001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Graybill Wealth Management, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Graybill Wealth Management, Ltd.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRAYBILL WEALTH MANAGEMENT, LTD..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score