Plan Snapshot
- Plan Sponsor: Graham Partners, INC.
- Sponsor EIN: 232539420
- Sponsor Address: 3811 WEST CHESTER PIKE, NEWTOWN SQUARE, PA, 19073
- Plan Type: 401(k)
- Total Participants: 101
- Total Assets: $17.7M
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 | 101 | $17.7M | $0 | $1.6M |
| 2023 | 88 | $14.4M | $0 | $1.0M |
| 2022 | 78 | $11.0M | $0 | $1.1M |