How big is Kasper/Graham Associates' plan?

Kasper/Graham Associates' plan reported $4.3M in assets and 41 participants for 2024.

Original filing (PDF)20250703140342NAL0000393987001

Kasper/Graham Associates

Name: Kasper/Graham Associates — Kasper/Graham Associates, Form 5500 (2024)
Creator: Kasper/Graham Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kasper/Graham Associates DBA Graham Associates, Inc. 401(k) Plan

401(k) retirement plan · Kasper/Graham Associates' Kasper/Graham Associates DBA Graham Associates, Inc. 401(k) Plan held $4.3M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Deanna Johnson signed Kasper/Graham Associates' 2024 Form 5500 as plan administrator.

Deanna Johnson — Plan Administrator — Form 5500 signer
Warren J Williams — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kasper/Graham Associates' EIN is 75-1401566.

EIN 75-1401566

Plan number 002

Plan year 2024

ACK ID 20250703140342NAL0000393987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kasper/Graham Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kasper/Graham Associates' 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 KASPER/GRAHAM ASSOCIATES.

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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