The Elmore Group, Ltd. 401(k) Plan
What public Form 5500 filings show about the The Elmore Group, Ltd. 401(k) plan — and how to find and check your own account.
The The Elmore Group, Ltd. 401(k) on its latest Form 5500
The Elmore Group, Ltd. (EIN 84-0594083) reports THE ELMORE GROUP, LTD. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $13.6M in plan assets across 193 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full The Elmore Group, Ltd. filing — schedules, fees, and providers.
Who runs the The Elmore Group, Ltd. 401(k)?
The Elmore Group, Ltd.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask The Elmore Group, Ltd.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK, LEE CPA AUDIT GROUP, AMERITAS LIFE INSURANCE, KESTRA ADVISORY SERVICES, FIDUCIARY CONSULTING GROUP.
How to check your The Elmore Group, Ltd. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask The Elmore Group, Ltd. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).