How big is Elmwood Partners Limited Partnership's plan?

Elmwood Partners Limited Partnership's plan reported $2.3M in assets and 2 participants for 2025.

Original filing (PDF)20260308030835NAL0000707955001

Elmwood Partners Limited Partnership

Name: Elmwood Partners Limited Partnership — Elmwood, Form 5500 (2025)
Creator: Elmwood Partners Limited Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elmwood Partners Retirement Plan

401(k) retirement plan · Elmwood Partners Limited Partnership's Elmwood Partners Retirement Plan held $2.3M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Charles Gelatt signed Elmwood Partners Limited Partnership's 2025 Form 5500 as plan administrator.

Charles Gelatt — 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

Elmwood Partners Limited Partnership's EIN is 36-3454000.

EIN 36-3454000

Plan number 001

Plan year 2025

ACK ID 20260308030835NAL0000707955001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Elmwood Partners Limited Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Elmwood Partners Limited Partnership'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 ELMWOOD PARTNERS LIMITED PARTNERSHIP.

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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