Department of Labor filing
Spot something wrong?EGGEMEYER & GRAHAM ORTHODONTICS LT
EGGEMEYER & GRAHAM ORTHODONTICS SAFE HARBOR 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received Feb 17, 2026Verified current terms Not available
Plan summary
What matters most
This plan has a documented employer contribution and vesting that still needs verification. Reported employer contributions also rank above most comparable plans.
74Strong plan health
medium confidence
medium confidence
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
lyde’s who are designated as hourly employees and Kaplan, Inc.
The official filing does not support a reliable dollar example.
250,187 Total contributions 4,175,777 Interest income - notes receivable 73,130 Total additions 16,740,535 Deductions from net assets: Benefits paid to participants ( 7,110,123 ) Administrative expenses ( 128,294 ) Total deductions ( 7,238,417 ) Net increase 9,502,118 Transfers (to) from affiliated plans Transfers from Kaplan Tax Deferred Savings Plan 1,813,308 Transfers to Kaplan Tax Deferred Savings Plan ( 1,187,240 ) Transfers to Savings Plan for Graham Holdings Company ( 19,279 ) Net transfers from other affiliated plans 606,789 Net assets available for benefits Beginning of year 76,612,299 End of year $ 86,721,206 See the accompanying notes to the financial statements.
irement Plan for Graham Holdings Company; • Add Roth and Roth catch-up employee contributions as an option to the Plan, and allow rollover contributions to the Plan in the form of Roth contributions; • Allow participants to elect an In-Plan Roth conversion with respect to all or a portion of the vested amounts in the participant’s accounts other than a Roth Contribution Account or a Roth Rollover Account; • Permit participants to take out one active loan from the Plan at a time; • Additionally, the Plan has a feature wherein participants can elect to have pre-tax deferrals automatically increase at increments of 1 %, 2 %, or 3 % on an annual basis up to the limits established by the Plan. Certain restrictions apply and participants always have the right to opt out or to elect a different r
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0%
How the score works →What still needs verification
vesting, investment choices, eligibility, automatic enrollment. These items stay out of the summary until a dated source confirms them.
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 2025—There is not enough comparable filing data to calculate this yet.
How this filing compares
Reported employer contributions80th percentileTypical peer $1,906 · based on 56,903 comparable plans
Lower reported administrative expenseNot enough dataTypical peer $71 · based on 50,652 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. Limitations: administrative_cost_measure_unavailable_or_zero
The short version
What employees should know
For the year ended Dec 31, 2025, EGGEMEYER & GRAHAM ORTHODONTICS LT reported $21,000 in employer contributions across this plan, or $5,250 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
A fair peer score is not available yet.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $21,000 $5,250 per active participant
- Participant contributions
- $69,700
- Other contributions
- Not reported Amounts not classified as employer or participant contributions
- Employer share of contributions
- 23.2%
- Active participants
- 4 Small plan
- Total participants
- 4 5 at the beginning of the year
- Ending assets
- $1,863,902 $465,976 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $1,544,776
- Ending net assets
- $1,863,902
- Beginning liabilities
- Not reported
- Ending liabilities
- Not reported
- Total income
- $328,408
- Total expenses
- $9,282
- Administrative expenses
- Not reported Not reported per active participant
- Participant loans
- Not reported Not reported of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$5,250
2025
Not reported
2025
4
2025
$1,863,902
2025
Not reported
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $5,250 | 4 | 1.9M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- Not reported
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 201883022-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 2009
- Industry
- Health care and social assistance
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2E2H2J3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
11-K · report period Dec 31, 2025Graham Holdings Co — 11-K filed 2026-06-25 ↗
Official filing · details not yet checkedWhat it says about employer contributions
lyde’s who are designated as hourly employees and Kaplan, Inc. who are designated as part-time employees and certain collectively bargained union employees are eligible to receive Company Matching Contributions (generally 1 % of base salary) if they are not eligible to participate in The Retirement Plan for Graham Holdings Company; • Add Roth and Roth catch-up employee contributions as an option to the Plan, and allow rollover contributions to the Plan in the form of Roth contributions; • Allow participants to elect an In-Plan Roth conversion with respect to all or a portion of the vested amounts in the participant’s accounts other than a Roth Contribution Account or a Roth Rollover Account; • Permit participants to take out one active loan from the Plan at a time; • Additionally, the Plan
What it says about vesting
received, there may be additional participant loans transferred to the Plan and administered in accordance with their terms. Vesting Upon enrollment in the Plan, participants are fully vested at all times in all amounts held in their accounts. Transfers (to) from other GHC plans From time to time, participant accounts are reviewed and transferred into the Company plan that the participant is currently participating in. Additionally, transfers may also occur between the Plan and other GHC plans that relate to new organizational positions, rehired employees by one of the employers with an existing balance in another GHC plan, or transferred employees to one of the employers with an existing balance in another GHC plan. Plan Expenses Certain costs of administering the Plan are generally paid
What it says about fees
250,187 Total contributions 4,175,777 Interest income - notes receivable 73,130 Total additions 16,740,535 Deductions from net assets: Benefits paid to participants ( 7,110,123 ) Administrative expenses ( 128,294 ) Total deductions ( 7,238,417 ) Net increase 9,502,118 Transfers (to) from affiliated plans Transfers from Kaplan Tax Deferred Savings Plan 1,813,308 Transfers to Kaplan Tax Deferred Savings Plan ( 1,187,240 ) Transfers to Savings Plan for Graham Holdings Company ( 19,279 ) Net transfers from other affiliated plans 606,789 Net assets available for benefits Beginning of year 76,612,299 End of year $ 86,721,206 See the accompanying notes to the financial statements. 3 THE 401(k) SAVINGS PLAN FOR GHC AFFILIATES NOTES TO FINANCIAL STATEMENTS NOTE 1 – DESCRIPTION OF PLAN The followin
Current plan terms
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Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260217120010NAL0006715939001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗