· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ELD ASSOCIATES, LLC — ELD ASSOCIATES, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250627091158NAL0005260531001
ELD ASSOCIATES, LLC
Form 5500-SF
FILING_RECEIVED
ELD ASSOCIATES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
17
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ELD ASSOCIATES, LLC
.
Find decision makers
Plan sponsor
Name
ELD ASSOCIATES, LLC
EIN
62-1840081
Address
832 GEORGIA AVENUE, SUITE 400 · CHATTANOOGA, TN · 37402
Phone
(423) 756-5213
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
LFG CAPITAL PARTNERS LLC
LFG CAPITAL PARTNERS LLC 401(K) PLAN
$3.0M · 5 participants
GALVIN, GAUSTAD & STEIN, LLC
GALVIN, GAUSTAD & STEIN, LLC 401(K) PROFIT SHARING PLAN
$3.0M · 16 participants
AUXANO ADVISORS, LLC
AUXANO ADVISORS, LLC CASH BALANCE PLAN
$3.0M · 13 participants
CHRISTOPHER L. WILLIS
CHRISTOPHER L. WILLIS PROFIT SHARING PLAN
$3.0M · 4 participants
INVESTMENT MANAGEMENT CONSULTANTS, INC.
INVESTMENT MANAGEMENT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.0M · 11 participants
CAMPBELL WEALTH MANAGEMENT, INC.
CAMPBELL WEALTH MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
$3.0M · 23 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
