AUMdb

Elm Street Development, Inc. 401(k) Profit Sharing Plan

Sponsored by Elm Street Development, Inc. · EIN 541038839 · Plan #001

Total assets
$50.3M
Net assets
$50.3M
Active participants
227
With balances
236

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Claims processing, Recordkeeping, Participant loan processing $55,003
Newport Trust Company Trustee (institutional), Trustee (directed) $7,932