· 2022–2024 · DOL EFAST2

GRAVES GROUP INSURANCE AGENCY LLC — GRAVES GROUP INSURANCE AGENCY LLC CASH BALANCE PLAN, Form 5500 (2024)

Original filing (PDF)20250728093334NAL0001780321001

GRAVES GROUP INSURANCE AGENCY LLC

Form 5500-SF

FILING_RECEIVED

GRAVES GROUP INSURANCE AGENCY LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

3

Accounts w/ balance

—

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRAVES GROUP INSURANCE AGENCY LLC.

Plan sponsor

Name

GRAVES GROUP INSURANCE AGENCY LLC

EIN

85-0500093all filings

Address

507 DENALI PASS DR · STE 502 · CEDAR PARK, TX · 78613

Phone

(512) 331-1000

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

1C · Cash balance or similar hybrid DB

3H · Sponsor in controlled / affiliated group

1B · Flat-dollar DB formula

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 providers

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