AUMdb

Elkamet 401(k) Plan

Sponsored by Elkamet · EIN 204499562 · Plan #001

Total assets
$2.4M
Net assets
$2.4M
Active participants
156
With balances
100

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
Colton Groome Financial Advisors, Llc CRD 128365 fuzzy_auto · 98% 2024

Service providers

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

Provider Services Direct comp
Cotton Groome Financial Advisors Investment advisory (plan), Direct payment from the plan $16,088
Ascensus Llc Recordkeeping fees, Other fees, Participant loan processing $8,733