Graveline Financial, Inc.
Fresno, CA
Graveline Financial, Inc. of Fresno, CA is the broker of record on 5 Form 5500 Schedule A filings covering 3 employer benefit plans, with $495,757 in reported broker commissions (plan year 2025).
Quick answer
Graveline Financial, Inc. (Fresno, CA) is the broker of record for 3 employer benefit plan sponsors on 5 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Graveline Financial, Inc. have?
- Graveline Financial, Inc. is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors.
- Who are Graveline Financial, Inc.'s largest employer clients?
- By plan participants, the largest include Vision Care Center, A Medical Group, Inc. (223 participants), Blair, Church & Flynn Consulting Engineers, Inc. (138 participants) and Wawona Frozen Foods (120 participants).
- How much does Graveline Financial, Inc. earn in commissions?
- Insurers reported $495,757 in broker commissions and $9,331 in fees paid to Graveline Financial, Inc. for plan year 2025, per Schedule A Part 1.
- Where is Graveline Financial, Inc. located?
- Graveline Financial, Inc. is based in Fresno, CA.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Graveline Financial, Inc. on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Vision Care Center, A Medical Group, Inc. | CA | 223 | 2025-12-31 |
| Blair, Church & Flynn Consulting Engineers, Inc. | CA | 138 | 2025-12-31 |
| Wawona Frozen Foods | CA | 120 | 2025-03-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.