Elite Associates Holding Inc. Retirement Savings 401(k) Plan
Sponsored by Elite Associates Holding Inc. · EIN 454006796 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 139
- With balances
- 118
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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mml Investor Services Llc | Investment advisory (plan) | $8,245 |
| Jp Morgan | Investment advisory (participants) | $8,031 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $6,725 |