How big is Maxwell Graham, P.S.'s plan?

Maxwell Graham, P.S.'s plan reported $2.4M in assets and 8 participants for 2024.

Original filing (PDF)20251006142256NAL0009498706001

Maxwell Graham, P.S.

Name: Maxwell Graham, P.S. — Maxwell Graham, P.S. Cash, Form 5500 (2024)
Creator: Maxwell Graham, P.S.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Maxwell Graham, P.S. Cash Balance Plan

Defined-benefit pension plan · Maxwell Graham, P.S.'s Maxwell Graham, P.S. Cash Balance Plan held $2.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Maxwell Graham, P.S.'s EIN is 47-2688678.

EIN 47-2688678

Plan number 003

Plan year 2024

ACK ID 20251006142256NAL0009498706001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Maxwell Graham, P.S. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Maxwell Graham, P.S.'s plan includes a cash-balance formula.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score