Retirement plan

GRAFF LAW OFFICE, PLLC PROFIT SHARING PLAN

Name: GRAFF LAW OFFICE, PLLC - GRAFF LAW OFFICE, PLLC PROFIT SHARING PLAN (2025) Form 5500
Creator: GRAFF LAW OFFICE, PLLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRAFF LAW OFFICE, PLLC PROFIT SHARING PLAN, GRAFF LAW OFFICE, PLLC

GRAFF LAW OFFICE, PLLCEIN 87-3378517Plan #001PY 2025

26 E. MAIN STREET PO BOX 604 - CLIFTON SPRINGS, NY 14432315-462-3010grafflawoffices.netLinkedIn1-10 employees

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+22.8% from 2024

Total participants

0.0% from 2024

Average account balance

$551,685

+22.8% from 2024

Annual return

17.38%

-5.16 pp from 2024

Benchmarks

See 67,538 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort67,538 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.66M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$552K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.38%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2T3B2G3D2R

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$551,685

$162,136+240.3%

$152,301+262.2%

$154,746+256.5%

Participation rate

100.0%

84.1%+15.9pp

82.4%+17.6pp

80.7%+19.3pp

Annual return

17.38%

91.02%-73.6pp

80.50%-63.1pp

172.34%-155.0pp

Employer contribution / active EE

$2,729

$4,890-44.2%

$4,624-41.0%

$4,379-37.7%

Participant deferral / active EE

$21,403

$8,341+156.6%

$8,004+167.4%

$6,730+218.0%

Admin fee / account holder

$15,759-100.0%

$14,398-100.0%

$14,365-100.0%

GRAFF LAW OFFICE, PLLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GRAFF LAW OFFICE, PLLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion