AUMdb

Elliott Davis 401(k) Retirement Plan

Sponsored by Elliott Davis, Llc · EIN 570381582 · Plan #001 · Greenville, SC

Total assets
$145M
Net assets
$145M
Active participants
886
With balances
1,106

Plan year beginning 07/01/2024 · 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
Resj Accounting $15,750
Comperio Retirement Consulting Inc Other services $5,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $4,077