AUMdb

Elliott Company Consolidated Savings Plan

Sponsored by Elliott Company · EIN 251555755 · Plan #003

Total assets
$396M
Net assets
$396M
Active participants
1,347
With balances
1,986

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
Financial Avengers, Inc. CRD 119636 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 $91,348
Financial Engines Investment advisory (plan) $72,103