How big is The Elite Group's plan?

The Elite Group's plan reported $2.0M in assets and 24 participants for 2024.

Original filing (PDF)20251006095125NAL0008954258001

The Elite Group

Name: The Elite Group — The Elite Group Retirement Plan, Form 5500 (2024)
Creator: The Elite Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Elite Group Retirement Plan

401(k) retirement plan · The Elite Group's The Elite Group Retirement Plan held $2.0M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jennifer Klaus signed The Elite Group's 2024 Form 5500 as plan administrator.

Jennifer Klaus — 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

The Elite Group's EIN is 39-1776294.

EIN 39-1776294

Plan number 001

Plan year 2024

ACK ID 20251006095125NAL0008954258001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Elite Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Elite Group'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 THE ELITE GROUP.

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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

Knocking points off