AUMdb

Elcor Operating Company, Llc 401(k) Plan

Sponsored by Elcor Operating Company, Llc · EIN 264067569 · Plan #001

Total assets
$10.8M
Net assets
$10.8M
Active participants
348
With balances
109

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Modern Wealth Holdings, Llc Investment advisory (plan), Contract administrator $18,608
Ascensus, Llc Recordkeeping fees $13,516
Lpl Financial Investment advisory (plan) $12,692
Enhanced Retirement Solutions Contract administrator $2,750