Plan Snapshot
- Plan Sponsor: Graham & Company, LLC
- Sponsor EIN: 208911602
- Sponsor Address: 1801 5TH AVENUE NORTH, BIRMINGHAM, AL, 35203
- Plan Type: 401(k)
- Total Participants: 43
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 43 | $9.3M | $70,804 | $374,330 |
| 2023 | 37 | $8.0M | $61,942 | $338,673 |
| 2022 | 34 | $6.5M | $46,926 | $244,866 |