How big is Elefante Financial Services' plan?

Elefante Financial Services' plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20250519102620NAL0000587793001

Elefante Financial Services

Name: Elefante Financial Services — Elefante Financial, Form 5500 (2024)
Creator: Elefante Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elefante Financial Services 401(k) P/S Plan

401(k) retirement plan · Elefante Financial Services' Elefante Financial Services 401(k) P/S Plan held $2.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Gary Elefante signed Elefante Financial Services' 2024 Form 5500 as plan administrator.

Gary Elefante — 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

Elefante Financial Services' EIN is 20-8745832.

EIN 20-8745832

Plan number 001

Plan year 2024

ACK ID 20250519102620NAL0000587793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elefante Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elefante Financial Services' plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELEFANTE FINANCIAL SERVICES.

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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