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Original filing (PDF)20251015114512NAL0005973792001
GRAVIS LAW, PLLC
Form 5500
FILING_RECEIVED
GRAVIS LAW, PLLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~101 bps in Sched C fees
Active participants
184
Accounts w/ balance
178
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 101 bps in Schedule C fees — 94% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GRAVIS LAW, PLLC.
Plan sponsor
Name
GRAVIS LAW, PLLC
EIN
46-3869539
Address
503 KNIGHT ST., STE A · RICHLAND, WA · 99352
Phone
(509) 380-9102
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PUGH CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, NA | 45-6062081 | — | RECORDKEEPER | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PETERSON HASTINGS INVESTMENT MGMT | 91-1216229 | — | NONE | $29K | — |
Investments
16 direct securities· $4.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Avantis U.S. Large Cap Value Inst Mutual Fund | — | — | — | $738K | 17.6% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $518K | 12.4% | |
| Avantis U.S. Small Cap Value Fund Mutual Fund | — | — | — | $462K | 11.0% | |
| Vanguard Core Bond Fund ADM Mutual Fund | — | — | — | $409K | 9.8% | |
| DFA US Hi Relatv Profitability Instl Mutual Fund | — | — | — | $333K | 7.9% | |
| Avantis International Small Cap Value Mutual Fund | — | — | — | $245K | 5.9% | |
| Vanguard Interm Term Corp Fund Adm Shares Mutual Fund | — | — | — | $241K | 5.8% | |
| DFA International Value III Mutual Fund | — | — | — | $212K | 5.1% | |
| DFA Emerging Markets Core Equity I Mutual Fund | — | — | — | $201K | 4.8% | |
| Notes Receivable from Participants Interest Rates, 4.25% - 9.50% | — | — | — | $186K | 4.4% | |
| DFA INTL Hi Relatv Profitability Instl Mutual Fund | — | — | — | $184K | 4.4% | |
| Vanguard Index Trust Mid Cap Index Fund Adm Mutual Fund | — | — | — | $137K | 3.3% | |
| DFA Short-Duration Real Return Instl Mutual Fund | — | — | — | $134K | 3.2% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $121K | 2.9% | |
| Vanguard Total Bond Market Index Adm Fund Mutual Fund | — | — | — | $43K | 1.0% | |
| Repayments are included: Year Not Corrected Outside VFCP Correction in VFCP 2002-51 X 2022 | — | — | — | $39K | 0.9% |
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