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Original filing (PDF)20260123155620NAL0005790769001
ROCINANTE EQUITY, INC. DBA ELYSIAN CAPITAL, INC.
Form 5500-SF
FILING_RECEIVED
ELYSIAN 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.2 moNo auditor on file
Active participants
208
Accounts w/ balance
22
Plan assets (EOY)
$190K
Net assets (EOY)
$190K
Plan health score (directional)
69
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
51
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Filed 2.2 months past the 10.5-month grace window.
- Only 11% as many balances as active participants — suggests many active employees aren't deferring.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROCINANTE EQUITY, INC. DBA ELYSIAN CAPITAL, INC..
Plan sponsor
Name
ROCINANTE EQUITY, INC. DBA ELYSIAN CAPITAL, INC.
EIN
85-4270873
Address
1601 ELM STREET · SUITE 4210 · DALLAS, TX · 75201
Phone
(469) 607-8448
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
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