How big is Robert A. Graham and Associates, Inc.'s plan?

Robert A. Graham and Associates, Inc.'s plan reported $3.2M in assets and 4 participants for 2025.

Original filing (PDF)20260129161035NAL0003600883001

Robert A. Graham and Associates, Inc.

Name: Robert A. Graham and Associates, Inc. — Robert A., Form 5500 (2025)
Creator: Robert A. Graham and Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Robert A. Graham 401(k) Plan

401(k) retirement plan · Robert A. Graham and Associates, Inc.'s Robert A. Graham 401(k) Plan held $3.2M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Robert A. Graham signed Robert A. Graham and Associates, Inc.'s 2025 Form 5500 as plan administrator.

Robert A. Graham — 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

Robert A. Graham and Associates, Inc.'s EIN is 61-1529207.

EIN 61-1529207

Plan number 002

Plan year 2025

ACK ID 20260129161035NAL0003600883001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Robert A. Graham and Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Robert A. Graham and Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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