How big is Elementum Holdings, LP's plan?

Elementum Holdings, LP's plan reported $14.1M in assets and 33 participants for 2024.

Original filing (PDF)20250807162435NAL0003856417001

Elementum Holdings, LP

Name: Elementum Holdings, LP — Elementum Advisors, LLC, Form 5500 (2024)
Creator: Elementum Holdings, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elementum Advisors, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Elementum Holdings, LP's Elementum Advisors, LLC 401(k) Profit Sharing Plan & Trust held $14.1M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

People on this filing

Michael France signed Elementum Holdings, LP's 2024 Form 5500 as plan administrator.

Michael France — 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

Elementum Holdings, LP's EIN is 27-0652666.

EIN 27-0652666

Plan number 001

Plan year 2024

ACK ID 20250807162435NAL0003856417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elementum Holdings, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elementum Holdings, LP's plan includes profit-sharing, ERISA 404(c) participant direction, 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 ELEMENTUM HOLDINGS, LP.

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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