Jessica Strube signed ELM's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
ELM's EIN is 81-0529580.
Download the official 2024 Form 5500 (PDF) for ELM from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)ELM's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 26-4310632 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FA FREEDOM 2060 A | Other securities | — | — | $1.6M | 10.9% | |
| FA FREEDOM 2045 A | Other securities | — | — | $1.5M | 10.8% | |
| FA FREEDOM 2055 A | Other securities | — | — | $1.4M | 10.1% | |
| FA FREEDOM 2035 A | Other securities | — | — | $1.4M | 9.8% | |
| FA FREEDOM 2050 A | Other securities | — | — | $1.4M | 9.6% | |
| FA FREEDOM 2040 A | Other securities | — | — | $1.3M | 9.5% | |
| FA FREEDOM 2025 A | Other securities | — | — | $1.0M | 7.2% | |
| FA FREEDOM 2065 A | Other securities | — | — | $1.0M | 7.2% | |
| FID US BOND IDX 699 * FID 500 INDEX | Common Collective Trusts | — | — | $976K | 6.9% | |
| FA FREEDOM 2030 A | Other securities | — | — | $921K | 6.5% | |
| and Maturities through June 2030 - | Other securities | — | — | $502K | 3.5% | |
| PUTNAM CORE EQUITY A | Mutual Funds | — | — | $375K | 2.6% | |
| AMERICAN BALANCED R4 | Other securities | — | — | $185K | 1.3% | |
| FA FREEDOM 2020 A | Other securities | — | — | $146K | 1.0% | |
| INVS SP MLP ALPHA A | Other securities | — | — | $63K | 0.4% | |
| AF AMER MUTUAL R4 | Other securities | — | — | $48K | 0.3% | |
| FID GOVT MMKT | Mutual Funds | — | — | $41K | 0.3% | |
| INVS DIVRS DIVIDND A | Other securities | — | — | $39K | 0.3% | |
| AMERICAN AMCAP R4 | Other securities | — | — | $32K | 0.2% | |
| AF NEW WORLD FUND R4 | Other securities | — | — | $30K | 0.2% | |
| MSIF INTL ADV PTF A | Other securities | — | — | $27K | 0.2% | |
| FA FREEDOM INC A 934 * FA FREEDOM 2015 A | Common Stocks | — | — | $27K | 0.2% | |
| GS SM CP GR INS INST | Other securities | — | — | $27K | 0.2% | |
| INVS EQL WT S&P500 A | Other securities | — | — | $26K | 0.2% | |
| AS SPL SM CAP VAL A | Other securities | — | — | $21K | 0.1% | |
| FA FREEDOM 2070 A | Other securities | — | — | $17K | 0.1% | |
| BLKRK EQUITY DIV A | Other securities | — | — | $13K | <0.1% | |
| IS R SM/MD-CAP IDX A | Common Collective Trusts | — | — | $12K | <0.1% | |
| PIM MTG OPS & BD A 710 PIMCO COMM REL RET A | Mutual Funds | — | — | $9K | <0.1% | |
| FID INTL INDEX | Mutual Funds | — | — | $5K | <0.1% | |
| INVS REAL ESTATE A 457 PIM REAL RETURN A | Other securities | — | — | $4K | <0.1% | |
| EV HIGH INCOME OPP I | Other securities | — | — | $4K | <0.1% | |
| MGL MDCP INC OP A | Common Stocks | — | — | $3K | <0.1% | |
| DODGE & COX INCOME I | Mutual Funds | — | — | $3K | <0.1% | |
| EV FLOATING RATE A | Bonds / Notes | — | — | $2K | <0.1% | |
| MFS VALUE R3 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES LLC | 04-3523567 | — | PAYING AGENT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | 41-0746749 | — | AUDITOR | $13K | — |
