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Sponsor portfolioTH

GRAHAM CORPORATION

EIN 16-1194720-defense & space-Latest filing 2025
Plans
3
Retirement
2
$128.6M assets
Welfare
1
$862K premiums
Participants
1,219
20 FLORENCE AVENUE - BATAVIA, NY 14020585-815-4800grahamcorp.comLinkedIn1-10 employeesdefense & space
Plans on this EIN
3 filings
#002401k-$97.7M - 804 part#001TraditionalDB-$30.8M - 122 part#501Mixed-$862K - 628 lives

Retirement portfolio analytics

2 plans aggregated / $128.6M assets / 926 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • CORPORATION INCENTIVE Savings (#002)76%
  • OF GRAHAM CORPORATION (#001)24%
Total $128.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
76%top
  • THE VANGUARD GROUP, INC.76%
  • (Not disclosed)24%
Total $128.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION INCENTIVE Savings (#002)804
  • OF GRAHAM CORPORATION (#001)122
Total 926Click row to drill in

Benefits portfolio analytics

1 plan / $862K premiums / 628 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$862K
  • Vision$862K
  • Life$862K
  • Short-term disability$862K
  • Long-term disability$862K
  • Other$862K
Total $862K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $862K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GCG FINANCIAL LLC100%
Total $65K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

GRAHAM CORPORATION INCENTIVE SAVINGS PLAN

401k

Assets$97.7M
Participants804
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RETIREMENT INCOME PLAN OF GRAHAM CORPORATION

TraditionalDB

Assets$30.8M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GRAHAM CORPORATION EMPLOYEE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$862K
Covered lives628
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002GRAHAM CORPORATION INCENTIVE SAVINGS PLAN401k$97.7M8042024
001RETIREMENT INCOME PLAN OF GRAHAM CORPORATIONTraditionalDB$30.8M1222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GRAHAM CORPORATION EMPLOYEE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$862K6282025
Retirement plans
Welfare plans
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