Becky LEVI signed Elkamet's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Elkamet's EIN is 20-4499562.
Download the official 2024 Form 5500 (PDF) for Elkamet from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Elkamet's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTTON GROOME FINANCIAL ADVISORS | 36-4540515 | — | NONE | $16K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fidelity 0 | Mutual Funds | — | — | $1.0M | 42.6% | |
| Fidelity Mid Cap Index Fidelity 0 | Mutual Funds | — | — | $291K | 12.4% | |
| Fidelity 500 Index Fund Fidelity 0 | Common Collective Trusts | — | — | $226K | 9.6% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $190K | 8.1% | |
| TCW MetWest Total Return Bond Plan TCW 0 | Other securities | — | — | $126K | 5.4% | |
| Fidelity Freedom Index 2015 Instl Prem Fidelity 0 304 Fidelity Freedom Index 2020 Instl Prem Fidelity 0 305 Fidelity Large Cap Value Index Fidelity 0 | Mutual Funds | — | — | $105K | 4.5% | |
| Fidelity Small Cap Index Fidelity 0 | Mutual Funds | — | — | $60K | 2.6% | |
| Fidelity Freedom Index 2040 Instl Prem Fidelity 0 | Mutual Funds | — | — | $56K | 2.4% | |
| Fidelity Freedom Index 2030 Instl Prem Fidelity 0 | Mutual Funds | — | — | $39K | 1.7% | |
| MFS Research International R6 MFS 0 | Mutual Funds | — | — | $38K | 1.6% | |
| Fidelity Freedom Index Inc Instl Prem Fidelity 0 711 Fidelity Freedom Index 2065 Instl Prem Fidelity 0 | Mutual Funds | — | — | $36K | 1.5% | |
| Fidelity Freedom Index 2055 Instl Prem Fidelity 0 | Mutual Funds | — | — | $35K | 1.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $32K | 1.4% | |
| Fidelity Freedom Index 2035 Instl Prem Fidelity 0 | Mutual Funds | — | — | $26K | 1.1% | |
| Fidelity Freedom Index 2050 Instl Prem Fidelity 0 | Mutual Funds | — | — | $25K | 1.0% | |
| BlackRock Emerging Markets K BlackRock 0 | Other securities | — | — | $23K | 1.0% | |
| Fidelity Freedom Index 2045 Instl Prem Fidelity 0 | Mutual Funds | — | — | $17K | 0.7% | |
| Fidelity Freedom Index 2060 Instl Prem Fidelity 0 | Mutual Funds | — | — | $14K | 0.6% | |
| Fidelity Freedom Index 2025 Instl Prem Fidelity 0 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
