How big is ELM3 Financial Group's plan?

ELM3 Financial Group's plan reported $25K in assets and 3 participants for 2025.

Original filing (PDF)20260506220522NAL0001837747075

ELM3 Financial Group

Name: ELM3 Financial Group — ELM3 Financial Group 401(k), Form 5500 (2025)
Creator: ELM3 Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ELM3 Financial Group 401(k) Plan

401(k) retirement plan · ELM3 Financial Group's ELM3 Financial Group 401(k) Plan held $25K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

Plan identifiers

ELM3 Financial Group's EIN is 87-0760622.

EIN 87-0760622

Plan number 001

Plan year 2025

ACK ID 20260506220522NAL0001837747075

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ELM3 Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ELM3 Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELM3 FINANCIAL GROUP.

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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