Assets by plan
Share of aggregate retirement assets
75%top
Sponsor portfolio
GRAVES GROUP INSURANCE AGENCY LLC
EIN 85-0500093Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
6
507 DENALI PASS DR, STE 502 - CEDAR PARK, TX 78613512-331-1000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 6 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
GRAVES GROUP INSURANCE AGENCY LLC 401K PLAN
401k
Assets$809K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GRAVES GROUP INSURANCE AGENCY LLC CASH BALANCE PLAN
CashBalance
Assets$264K
Participants3
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 | GRAVES GROUP INSURANCE AGENCY LLC 401K PLAN | 401k | $809K | 3 | 2025 | |
| 002 | GRAVES GROUP INSURANCE AGENCY LLC CASH BALANCE PLAN | CashBalance | $264K | 3 | 2025 |
Retirement plans