Sponsor portfolio
DONALD M. GRAHAM AND ASSOCIATES
EIN 34-1350588investment managementLatest filing 2025
Plans
1
Retirement
1
$403K assets
Welfare
0
Participants
8
205 SOUTH MYRTLE AVE - WILLARD, OH 44890419-933-2081grahamassoc.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DONALD M. GRAHAM AND ASSOCIATES 401(K) PLAN | 401k | $403K | 8 | 2025 |
Retirement plans