The Elmore Group, Ltd. 401(k) Profit Sharing Plan
Sponsored by The Elmore Group, Ltd. · EIN 840594083 · Plan #001
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 193
- With balances
- 195
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $46,630 |
| Fiduciary Consulting Group, Inc | Claims processing, Contract administrator, Plan administrator | $31,667 |
| Kestra Advisory Services, Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $23,406 |
| Lee Cpa Audit Group | Accounting, Direct payment from the plan | $14,000 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Participant loan processing | $4,297 |