Original filing (PDF)20251015164544NAL0010701826001

GRAHAM HOLLIS, APC

Name: GRAHAM HOLLIS, APC — GRAHAM HOLLIS, APC 401(K) PLAN, Form 5500 (2024)
Creator: GRAHAM HOLLIS, APC

Form 5500-SF

FILING_RECEIVED

GRAHAM HOLLIS, APC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAHAM HOLLIS, APC.

Plan sponsor

Name

GRAHAM HOLLIS, APC

EIN

45-2653474

Address

3555 FIFTH AVE. · SUITE 200 · SAN DIEGO, CA · 92103

Phone

(619) 692-0800

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FOREMAN, WATSON, HOLTREY, LLP

FOREMAN, WATSON, HOLTREY, LLP 401(K) PLAN

$4.1M · 84 participants

WILSON GETTY LLP

WILSON GETTY LLP 401(K) PROFIT SHARING PLAN & TRUST

$4.1M · 35 participants

BRINEY FORET CORRY, LLP

BRINEY FORET CORRY, LLP 401K PROFIT SHARING PLAN AND TRUST

$4.1M · 18 participants

HIRSCH WALLERSTEIN HAYUM MATLOF & FISHMAN LLP

HIRSCH WALLERSTEIN HAYUM MATLOF & FISHMAN, LLP CASH BALANCE PENSION PLAN

$4.1M · 11 participants

MOORE, DODSON & RUSSELL P.C.