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Original filing (PDF)20260112122113NAL0013200257001
THOMAS CODY GRAVES, D.D.S. AND CODY CLARK GRAVES, D.D.S., INC.
Form 5500-SF
FILING_RECEIVED
THOMAS CODY GRAVES, D.D.S., INC. EMPLOYEES PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THOMAS CODY GRAVES, D.D.S. AND CODY CLARK GRAVES, D.D.S., INC..
Plan sponsor
Name
THOMAS CODY GRAVES, D.D.S. AND CODY CLARK GRAVES, D.D.S., INC.
EIN
75-1383990
Address
1318 FISHER ST · GOLDTHWAITE, TX · 76844
Phone
(325) 648-2251
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES, LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-10-01
Tax period
2025-09-30
Filed
2026-01-12
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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