Elliott Lewis Corporation 401(k) Savings Plan
Sponsored by Elliott Lewis Corporation · EIN 232974096 · Plan #001
- Total assets
- $41.4M
- Net assets
- $41.4M
- Active participants
- 211
- With balances
- 290
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kathmere Capital Management Llc | Investment advisory (plan) | $67,322 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $50,252 |
| Empower Advisory Group, Llc | Investment management | $9,668 |