Assets by plan
Share of aggregate retirement assets
86%top
Sponsor portfolio
GRAHAM & ASSOCIATES, INC.
EIN 58-2494250constructionLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
95
1979 LAKESIDE PARKWAY, STE 180 - TUCKER, GA 30084470-375-2093grahampm.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 95 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
GRAHAM & ASSOCIATES 401 (K) PLAN
401k
Assets$1.5M
Participants51
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
GRAHAM & ASSOCIATES SCA RETIREMENT PLAN
ProfitSharing
Assets$228K
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GRAHAM & ASSOCIATES 401 (K) PLAN | 401k | $1.5M | 51 | 2025 | |
| 002 | GRAHAM & ASSOCIATES SCA RETIREMENT PLAN | ProfitSharing | $228K | 44 | 2025 |
Retirement plans