How big is Seagraves Financial Group, LLC's plan?

Seagraves Financial Group, LLC's plan reported $6.3M in assets and 2 participants for 2024.

Original filing (PDF)20250819100718NAL0002110721001

Seagraves Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Seagraves Financial Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Seagraves Financial Group, LLC's Seagraves Financial Group, LLC 401(k) Profit Sharing Plan held $6.3M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

People on this filing

John E Seagraves signed Seagraves Financial Group, LLC's 2024 Form 5500 as plan administrator.

John E Seagraves — 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

Seagraves Financial Group, LLC's EIN is 46-2626463.

EIN 46-2626463

Plan number 001

Plan year 2024

ACK ID 20250819100718NAL0002110721001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Seagraves Financial Group, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, 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 SEAGRAVES FINANCIAL GROUP, 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