Graham Companies 401(k) match, vesting and fees
What Graham Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Kabat, Schertzer, de La Torre, Tara (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,379 defined-contribution plans in real estate and rental and leasing with 100 to 499 participants.
| Graham Companies: employer contribution per participant | $916 | |
| Peer median | $1,680 |
| Graham Companies: average balance | $66,544 | |
| Peer median | $52,722 |
| Graham Companies: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $21.1M at the end of plan year 2021 to $23.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 373 | $23.2M | $319K | $916 | 0.44% | Not published | Form 5500 ↗ |
| 2023 | 348 | $20.1M | $290K | $887 | 0.53% | Not published | Form 5500 ↗ |
| 2022 | 345 | $16.9M | $211K | $652 | 0.46% | Not published | Form 5500 ↗ |
| 2021 | 332 | $21.1M | $219K | $707 | 0.46% | Not published | Form 5500 ↗ |
Other Graham Companies plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Graham Companies Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Custody Solutions | Schedule C ↗ |
| Independent auditor | Kabat, Schertzer, de La Torre, Tara (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Graham Companies match 401(k) contributions?
The match terms for the The Graham Companies 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $319K in employer contributions, about $916 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Graham Companies 401(k) match vested?
The vesting schedule for the The Graham Companies 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Graham Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is The Graham Companies.
I left Graham Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Graham Companies, (305) 821-1130) or the recordkeeper, Principal Life Insurance Company. The Graham Companies old 401(k) page lists the contacts from every plan filing. Find an old Graham Companies 401(k)
Data from the public Form 5500 annual reports Graham Companies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Graham Companies. Not financial advice. Report a correction · Methodology