Tom Carter signed Element 78 Partners, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Element 78 Partners, LLC's EIN is 83-0824413.
Download the official 2024 Form 5500 (PDF) for Element 78 Partners, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Element 78 Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEGGY S. EDGE, CPA, LLC | 26-4527814 | — | — | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN FIDUCIARIES, LLC | 90-0815510 | — | — | $121K | — |
| ADP, INC. | 13-3036745 | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $32.1M | 98.2% |
| $12K |
| — |
