How big is Graves Group Insurance Agency LLC's plan?

Graves Group Insurance Agency LLC's plan reported $199K in assets and 3 participants for 2024.

Original filing (PDF)20250728093334NAL0001780321001

Graves Group Insurance Agency LLC

Name: Graves Group Insurance Agency LLC — Graves Group, Form 5500 (2024)
Creator: Graves Group Insurance Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Graves Group Insurance Agency LLC Cash Balance Plan

Defined-benefit pension plan · Graves Group Insurance Agency LLC's Graves Group Insurance Agency LLC Cash Balance Plan held $199K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

People on this filing

Anthony Warren signed Graves Group Insurance Agency LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Graves Group Insurance Agency LLC's EIN is 85-0500093.

EIN 85-0500093

Plan number 002

Plan year 2024

ACK ID 20250728093334NAL0001780321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Graves Group Insurance Agency LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Graves Group Insurance Agency LLC's plan includes a cash-balance formula.

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.

Finding similar companies…

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