Elvis Presley Enterprises Inc. & Affiliates 401(k) Plan
Sponsored by Elvis Presley Enterprises, Inc. · EIN 621113925 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 393
- With balances
- 182
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 |
|---|---|---|
| Duncan Williams Asset Management, Llc CRD 174809 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Duncan Williams Asset Management | Investment advisory (plan) | $44,794 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $35,890 |