How big is Elite Retirement Group, Inc.'s plan?

Elite Retirement Group, Inc.'s plan reported $646K in assets and 13 participants for 2024.

Original filing (PDF)20251014150439NAL0004330576001

Elite Retirement Group, Inc.

Name: Elite Retirement Group, Inc. — Elite Retirement, Form 5500 (2024)
Creator: Elite Retirement Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elite Retirement Group 401(k) Plan

401(k) retirement plan · Elite Retirement Group, Inc.'s Elite Retirement Group 401(k) Plan held $646K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$646K

Net assets (EOY)

$646K

Plan identifiers

Elite Retirement Group, Inc.'s EIN is 85-2677763.

EIN 85-2677763

Plan number 001

Plan year 2024

ACK ID 20251014150439NAL0004330576001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elite Retirement Group, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELITE RETIREMENT GROUP, INC.

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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