One Elara Retirement Plan
Sponsored by Bw Nhhc Holdco Inc., Dba Elara Caring · EIN 475221330 · Plan #002 · Dallas, TX
- Total assets
- $186M
- Net assets
- $186M
- Active participants
- 31,092
- With balances
- 7,508
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Creative Retirement Planning, Inc. CRD 138274 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $463,518 |
| Grp Hub Retirement Wealth Mgmt | Investment management | $37,083 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $24,828 |
| Creative Planning Llc | Investment advisory (plan) | $23,333 |
| Creative Planning Retirement | Investment advisory (participants) | $11,667 |