AUMdb

Eliada Homes, Inc. Retirement Plan

Sponsored by Eliada Homes, Inc. · EIN 560611587 · Plan #001

Total assets
$2.5M
Net assets
$2.5M
Active participants
216
With balances
191

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

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

Firm Match Plan year
Colton Groome Financial Advisors, Llc CRD 128365 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Colton Groome Financial Advisors, L Investment advisory (plan) $10,976
Empower Annuity Ins. Co. Of America Recordkeeping fees $10,581
Loren D. Stark Company, Inc. Contract administrator $3,555