AUMdb

Elmington Property Management 401(k) Profit Sharing Plan & Trust

Sponsored by Elmington Property Management · EIN 461721587 · Plan #001

Total assets
$4.9M
Net assets
$4.9M
Active participants
794
With balances
706

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Hays Financial Group, Llc CRD 306877 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ascensus Holdings Inc Dba Futurepla Contract administrator $12,396
Empower Advisory Group, Llc Investment management $8,099
The Hays Financial Group, Llc Investment advisory (plan) $6,265
Morningstar Inc Morningstar Assoc Other fees $923