How big is ELM, Inc.'s plan?

ELM, Inc.'s plan reported $1.7M in assets and 24 participants for 2024.

Original filing (PDF)20251008084324NAL0003134531001

ELM, Inc.

Name: ELM, Inc. — ELM, Inc. 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: ELM, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ELM, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · ELM, Inc.'s ELM, Inc. 401(k) Profit Sharing Plan held $1.7M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

ELM, Inc.'s EIN is 59-3738785.

EIN 59-3738785

Plan number 001

Plan year 2024

ACK ID 20251008084324NAL0003134531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ELM, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ELM, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ELM, INC.

EIN

all filings

Address

1301 RIVERPLACE BOULEVARD · SUITE 1818 · JACKSONVILLE, FL · 32207

Phone

(904) 296-8066

Industry

Professional & Technical Services

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

2025-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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