PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GRAY REED & MCGRAW LLP
Sponsor portfolio

GRAY REED & MCGRAW LLP

EIN 81-4045088-Latest filing 2025
Plans
4
Retirement
3
$84.8M assets
Welfare
1
$625K premiums
Participants
736
1300 POST OAK BOULEVARD, SUITE 2000 - HOUSTON, TX 77056713-986-7000
Plans on this EIN
4 filings
#001401k-$54.1M - 212 part#004401k-$24.1M - 173 part#003CashBalance-$6.7M - 63 part#502Mixed-$625K - 530 lives

Retirement portfolio analytics

3 plans aggregated / $84.8M assets / 448 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PROFIT SHARING PLAN (#001)64%
  • LLP ATTORNEYS' 401(K) (#004)28%
  • CASH BALANCE PLAN (#003)8%
Total $84.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)212
  • LLP ATTORNEYS' 401(K) (#004)173
  • CASH BALANCE PLAN (#003)63
Total 448Click row to drill in

Benefits portfolio analytics

1 plan / $625K premiums / 530 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$583K
  • Life$474K
  • Short-term disability$474K
  • Long-term disability$474K
  • Vision$42K
Total $625K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY76%
  • RELIASTAR LIFE INSURANCE COMPANY17%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
Total $625K3 slices

Broker market share

Schedule A broker compensation

Split broker
72%top
  • LOCKTON COMPANIES, LLC72%
  • ASSUREDPARTNERS28%
Total $146K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GRAY REED PROFIT SHARING PLAN

401k

Assets$54.1M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

GRAY REED & MCGRAW LLP ATTORNEYS' 401(K) PLAN

401k

Assets$24.1M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

GRAY REED CASH BALANCE PLAN

CashBalance

Assets$6.7M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GRAY REED & MCGRAW LLP HEALTH AND WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$625K
Covered lives530
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001GRAY REED PROFIT SHARING PLAN401k$54.1M2122024
004GRAY REED & MCGRAW LLP ATTORNEYS' 401(K) PLAN401k$24.1M1732024
003GRAY REED CASH BALANCE PLANCashBalance$6.7M632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GRAY REED & MCGRAW LLP HEALTH AND WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$625K5302025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica