Elm Locating And Utility Services 401(k) Plan
Sponsored by Elm · EIN 810529580 · Plan #001
- Total assets
- $14.2M
- Net assets
- $14.2M
- Active participants
- 1,188
- With balances
- 1,574
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $53,749 |
| Clifton Larson Allen Llp | Accounting | $13,201 |
| National Financial Services Llc | Finders' fees/placement fees | $0 |
| Morgan Stanley Smith Barney | Other commissions | $0 |