How big is CONE & Graham Inc.'s plan?

CONE & Graham Inc.'s plan reported $5.5M in assets and 174 participants for 2024.

Original filing (PDF)20250715113819NAL0001562115001

CONE & Graham Inc.

Name: CONE & Graham Inc. — CONE & Graham, Inc. 401(k) Plan, Form 5500 (2024)
Creator: CONE & Graham Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CONE & Graham, Inc. 401(k) Plan

401(k) retirement plan · CONE & Graham Inc.'s CONE & Graham, Inc. 401(k) Plan held $5.5M in plan assets for 174 participants in 2024.

Signals · 1

No auditor on file

Active participants

174

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

David Tozlosky signed CONE & Graham Inc.'s 2024 Form 5500 as plan administrator.

David Tozlosky — 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

CONE & Graham Inc.'s EIN is 59-1925201.

EIN 59-1925201

Plan number 001

Plan year 2024

ACK ID 20250715113819NAL0001562115001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CONE & Graham Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CONE & Graham Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONE & GRAHAM INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score