Original filing (PDF)20251007104346NAL0004646193001

JEBTHA C. GRAHAM WEALTH MANAGEMENT, LLC

Name: JEBTHA C. GRAHAM WEALTH MANAGEMENT, LLC — JEBTHA C. GRAHAM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: JEBTHA C. GRAHAM WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

JEBTHA C. GRAHAM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$673K

Net assets (EOY)

$673K

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 average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

JEBTHA C. GRAHAM WEALTH MANAGEMENT, LLC

EIN

45-3968536

Address

7400 W. 130TH ST., STE 150 · OVERLAND PARK, KS · 66213

Phone

(913) 827-4618

Industry

Finance & Insurancesee all

Plan administrator