AUMdb

The Elemet Group 401(k) Plan

Sponsored by Elemet Group, Inc · EIN 815066079 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
102
With balances
145

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
Edward D. Jones & Co., L.P. CRD 250 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Edward D. Jones & Co., L.P. Investment advisory (participants) $23,397
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $19,950