GRAVES WEALTH MANAGEMENT, LLC
Plan context: GRAVES WEALTH MANAGEMENT, LLC 401(K) PLAN
EIN 99-4261310 • Greenville, SC • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$2,745,481
2025 Contributions
$2,250,275
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $2,745,481 | $2,250,275 | $750,092iApproximate average salary by contribution assumption: employee only about $18,752,292 at 4% or $12,501,528 at 6%; with 50% employer match about $12,501,528 at 4% or $8,334,352 at 6%; with 100% employer match about $9,376,146 at 4% or $6,250,764 at 6%. |
| GRAVES WEALTH MANAGEMENT, LLC 401(K) PLAN | - | 3 | $2,745,481 | $2,250,275 | $750,092iApproximate average salary by contribution assumption: employee only about $18,752,292 at 4% or $12,501,528 at 6%; with 50% employer match about $12,501,528 at 4% or $8,334,352 at 6%; with 100% employer match about $9,376,146 at 4% or $6,250,764 at 6%. |