Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J.D. GRAHAM, P.C.
EIN 46-1439290Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$352K assets
Welfare
0
Participants
22
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $352K assets / 22 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#002
J.D. GRAHAM, P.C. CASH BALANCE PENSION PLAN
CashBalance
Assets$260K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
J.D. GRAHAM, P.C. RETIREMENT PLAN
401k
Assets$92K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | J.D. GRAHAM, P.C. CASH BALANCE PENSION PLAN | CashBalance | $260K | 9 | 2024 | |
| 001 | J.D. GRAHAM, P.C. RETIREMENT PLAN | 401k | $92K | 13 | 2024 |
Retirement plans