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  2. Graham Financial & Insurance Agency, LLC

Filings through Oct 24, 2026.

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Graham Financial & Insurance Agency, LLC

EIN 85-2080759-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$83K assets
Welfare
0
Participants
8
115 SOUTH MAIN STREET - LAKE CITY, MI 49651231-839-7246
Plans on this EIN
1 filing
#001401(k)-$83K - 8 part

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Retirement#001

GRAHAM FINANCIAL & INSURANCE AGENCY, LLC 401(K) PLAN

401(k)

Assets$83K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GRAHAM FINANCIAL & INSURANCE AGENCY, LLC 401(K) PLAN401(k)$83K82025
Retirement plans
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