How big is Elliott Wealth Management Services, LLC's plan?

Elliott Wealth Management Services, LLC's plan reported $715K in assets and 2 participants for 2023.

Original filing (PDF)20240119135221NAL0006802688001

Elliott Wealth Management Services, LLC

Name: Elliott Wealth Management Services, LLC — Form 5500 Plan 001 (2023)
Creator: Elliott Wealth Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elliott Wealth Management Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Elliott Wealth Management Services, LLC's Elliott Wealth Management Services, LLC 401(k) Profit Sharing Plan held $715K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$715K

Net assets (EOY)

$715K

People on this filing

Christopher Calandra signed Elliott Wealth Management Services, LLC's 2023 Form 5500 as plan administrator.

Christopher Calandra — 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

Elliott Wealth Management Services, LLC's EIN is 27-1927611.

EIN 27-1927611

Plan number 001

Plan year 2023

ACK ID 20240119135221NAL0006802688001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Elliott Wealth Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Elliott Wealth Management Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELLIOTT WEALTH MANAGEMENT SERVICES, 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 (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ELLIOTT WEALTH MANAGEMENT SERVICES, LLC

EIN

all filings

Address

84 DORAL LANE · SOUTHINGTON, CT · 06489

Phone

(203) 217-0398

Industry

Finance & Insurance

Plan administrator