How big is Elite Trust Services Inc.'s plan?

Elite Trust Services Inc.'s plan reported $3.5M in assets and 13 participants for 2025.

Original filing (PDF)20260521172733NAL0001853651001

Elite Trust Services Inc.

Name: Elite Trust Services Inc. — Elite Trust Services, Form 5500 (2025)
Creator: Elite Trust Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elite Trust Services Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Elite Trust Services Inc.'s Elite Trust Services Inc. 401(k) Profit Sharing Plan & Trust held $3.5M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Lateef Harris signed Elite Trust Services Inc.'s 2025 Form 5500 as plan administrator.

Lateef Harris — 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

Elite Trust Services Inc.'s EIN is 27-0782795.

EIN 27-0782795

Plan number 001

Plan year 2025

ACK ID 20260521172733NAL0001853651001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Elite Trust Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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