How big is Graphite Financial Group LLC's plan?

Graphite Financial Group LLC's plan reported $3.0M in assets and 70 participants for 2025.

Original filing (PDF)20260430220617NAL0000224819004

Graphite Financial Group LLC

Name: Graphite Financial Group LLC — Graphite Financial, Form 5500 (2025)
Creator: Graphite Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Graphite Financial Group 401(k) Plan

401(k) retirement plan · Graphite Financial Group LLC's Graphite Financial Group 401(k) Plan held $3.0M in plan assets for 70 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Graphite Financial Group LLC's EIN is 85-4054581.

EIN 85-4054581

Plan number 002

Plan year 2025

ACK ID 20260430220617NAL0000224819004

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Graphite Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Graphite Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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