How big is E.L.K. Capital Advisors, LLC's plan?

E.L.K. Capital Advisors, LLC's plan reported $2.3M in assets and 1 participants for 2022.

Original filing (PDF)20230202115423NAL0024275776001

E.L.K. Capital Advisors, LLC

Name: E.L.K. Capital Advisors, LLC — E.L.K. Capital, Form 5500 (2022)
Creator: E.L.K. Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

E.L.K. Capital Advisors, LLC Employees' Savings Plan

401(k) retirement plan · E.L.K. Capital Advisors, LLC's E.L.K. Capital Advisors, LLC Employees' Savings Plan held $2.3M in plan assets for 1 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Randall S. Winters signed E.L.K. Capital Advisors, LLC's 2022 Form 5500 as plan administrator.

Randall S. Winters — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

E.L.K. Capital Advisors, LLC's EIN is 20-2417622.

EIN 20-2417622

Plan number 001

Plan year 2022

ACK ID 20230202115423NAL0024275776001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for E.L.K. Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

E.L.K. Capital Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for E.L.K. CAPITAL ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

E.L.K. CAPITAL ADVISORS, LLC

EIN

all filings

Address

351 HAZEL AVE · HIGHLAND PARK, IL · 60035

Phone

(847) 919-3544

Industry

Finance & Insurance

Plan administrator