How big is Elm44 Financial Group's plan?

Elm44 Financial Group's plan reported $2.2M in assets and 2 participants for 2022.

Original filing (PDF)20230307215045NAL0014105680001

Elm44 Financial Group

Name: Elm44 Financial Group — Elm44 401(k) Plan, Form 5500 (2022)
Creator: Elm44 Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elm44 401(k) Plan

401(k) retirement plan · Elm44 Financial Group's Elm44 401(k) Plan held $2.2M in plan assets for 2 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

David Maggio signed Elm44 Financial Group's 2022 Form 5500 as plan administrator.

David Maggio — 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

Elm44 Financial Group's EIN is 46-1735380.

EIN 46-1735380

Plan number 001

Plan year 2022

ACK ID 20230307215045NAL0014105680001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Elm44 Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Elm44 Financial Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELM44 FINANCIAL 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

Helping the score