How big is Elohi Strategic Advisors' plan?

Elohi Strategic Advisors' plan reported $1.6M in assets and 34 participants for 2023.

Original filing (PDF)20240712100625NAL0028124208001

Elohi Strategic Advisors

Name: Elohi Strategic Advisors — Elohi Strategic Advisors, Form 5500 (2023)
Creator: Elohi Strategic Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elohi Strategic Advisors 401(k) Plan

401(k) retirement plan · Elohi Strategic Advisors' Elohi Strategic Advisors 401(k) Plan held $1.6M in plan assets for 34 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Dimitra Rizzi signed Elohi Strategic Advisors' 2023 Form 5500 as plan administrator.

Dimitra Rizzi — 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

Elohi Strategic Advisors' EIN is 47-3504041.

EIN 47-3504041

Plan number 001

Plan year 2023

ACK ID 20240712100625NAL0028124208001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Elohi Strategic Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Elohi Strategic Advisors' 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 ELOHI STRATEGIC ADVISORS.

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Plan health score

Above-average plan

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