How big is Williams, Graffeo & Stern, LLC's plan?

Williams, Graffeo & Stern, LLC's plan reported $2.2M in assets and 9 participants for 2025.

Original filing (PDF)20260511203428NAL0006049041001

Williams, Graffeo & Stern, LLC

Name: Williams, Graffeo & Stern, LLC — Williams, Graffeo &, Form 5500 (2025)
Creator: Williams, Graffeo & Stern, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Williams, Graffeo & Stern, LLC 401(k) Plan

401(k) retirement plan · Williams, Graffeo & Stern, LLC's Williams, Graffeo & Stern, LLC 401(k) Plan held $2.2M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Williams, Graffeo & Stern, LLC's EIN is 46-1589622.

EIN 46-1589622

Plan number 001

Plan year 2025

ACK ID 20260511203428NAL0006049041001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Williams, Graffeo & Stern, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Williams, Graffeo & Stern, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

WILLIAMS, GRAFFEO & STERN, LLC

EIN

all filings

Address

60 WASHINGTON STREET · SUITE 204 · MORRISTOWN, NJ · 07960

Phone

(973) 200-6350

Industry

Law Offices· Professional & Technical Services

Plan administrator