How big is Graff Financial, LLC's plan?

Graff Financial, LLC's plan reported $3.2M in assets and 39 participants for 2024.

Original filing (PDF)20251201082441NAL0015341040001

Graff Financial, LLC

Name: Graff Financial, LLC — Graff Financial, LLC 401(k), Form 5500 (2024)
Creator: Graff Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Graff Financial, LLC 401(k) Plan & Trust

401(k) retirement plan · Graff Financial, LLC's Graff Financial, LLC 401(k) Plan & Trust held $3.2M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Heidi Scott signed Graff Financial, LLC's 2024 Form 5500 as plan administrator.

Heidi Scott — 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

Graff Financial, LLC's EIN is 38-3306145.

EIN 38-3306145

Plan number 001

Plan year 2024

ACK ID 20251201082441NAL0015341040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Graff Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off