Original filing (PDF)20250508114701NAL0012179633001

ELIOS FINANCIAL GROUP INC

Name: ELIOS FINANCIAL GROUP INC — ELIOS FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: ELIOS FINANCIAL GROUP INC

Form 5500

FILING_RECEIVED

ELIOS FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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.

Decision-maker contacts

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

Plan sponsor

Name

ELIOS FINANCIAL GROUP INC

EIN

34-1777861all filings

Address

30700 CENTER RIDGE RD · WESTLAKE, OH · 441455197

Phone

(440) 617-9100

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $15

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.