How big is Broadway Graham Wealth Partners' plan?

Broadway Graham Wealth Partners' plan reported $191K in assets and 5 participants for 2025.

Original filing (PDF)20260518071324NAL0011529473001

Broadway Graham Wealth Partners

Name: Broadway Graham Wealth Partners — Broadway Graham, Form 5500 (2025)
Creator: Broadway Graham Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Broadway Graham Wealth Partners 401(k) Plan

401(k) retirement plan · Broadway Graham Wealth Partners' Broadway Graham Wealth Partners 401(k) Plan held $191K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$191K

Net assets (EOY)

$191K

People on this filing

Isaiah Brown signed Broadway Graham Wealth Partners' 2025 Form 5500 as plan administrator.

Isaiah Brown — 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

Broadway Graham Wealth Partners' EIN is 85-0731632.

EIN 85-0731632

Plan number 001

Plan year 2025

ACK ID 20260518071324NAL0011529473001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Broadway Graham Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Broadway Graham Wealth Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROADWAY GRAHAM WEALTH PARTNERS.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off