# Graham & Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/graham-company-llc-401k-plan

> Graham & Company, LLC's 401(k) plan: 43 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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