Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE GRAVES FIRM, A PROFESSIONAL CORPORATION
EIN 20-8160325Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$7.4M assets
Welfare
0
Participants
18
122 NORTH BALDWIN, MAIN FLOOR - SIERRA MADRE, CA 91024626-240-0575
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.4M assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE GRAVES FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$5.3M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE GRAVES FIRM, A PROFESSIONAL CORPORATION SAFE HARBOR 401K PROFIT SHARING PLAN
401k
Assets$2.1M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE GRAVES FIRM, A PROFESSIONAL CORPORATION DEFINED BENEFIT PENSION PLAN | TraditionalDB | $5.3M | 9 | 2025 | |
| 002 | THE GRAVES FIRM, A PROFESSIONAL CORPORATION SAFE HARBOR 401K PROFIT SHARING PLAN | 401k | $2.1M | 9 | 2024 |
Retirement plans