Original filing (PDF)20250418220848NAL0000052625058

DAVID GRAHAM INSURANCE LAWYERS, P.A.

Name: DAVID GRAHAM INSURANCE LAWYERS, P.A. — DAVID GRAHAM INSURANCE LAWYERS, P.A. 401(K) PLAN, Form 5500 (2024)
Creator: DAVID GRAHAM INSURANCE LAWYERS, P.A.

Form 5500-SF

FILING_RECEIVED

DAVID GRAHAM INSURANCE LAWYERS, P.A. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

DAVID GRAHAM INSURANCE LAWYERS, P.A.

EIN

45-5191663all filings

Address

210 E FORSYTH ST · JACKSONVILLE, FL · 32202

Phone

(904) 600-3473

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator