How big is Elmwood Management LLC's plan?

Elmwood Management LLC's plan reported $488K in assets and 5 participants for 2024.

Original filing (PDF)20250515110659NAL0030552080001

Elmwood Management LLC

Name: Elmwood Management LLC — Elmwood 401(k) Plan, Form 5500 (2024)
Creator: Elmwood Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elmwood 401(k) Plan

401(k) retirement plan · Elmwood Management LLC's Elmwood 401(k) Plan held $488K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$488K

Net assets (EOY)

$488K

People on this filing

Austin Herschend signed Elmwood Management LLC's 2024 Form 5500 as plan administrator.

Austin Herschend — 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

Elmwood Management LLC's EIN is 83-3743360.

EIN 83-3743360

Plan number 001

Plan year 2024

ACK ID 20250515110659NAL0030552080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elmwood Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elmwood Management LLC's plan includes 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 ELMWOOD MANAGEMENT LLC.

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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