How big is ELK Advisory Group, LLC's plan?

ELK Advisory Group, LLC's plan reported $493K in assets and 5 participants for 2025.

Original filing (PDF)20260422092342NAL0005596176001

ELK Advisory Group, LLC

Name: ELK Advisory Group, LLC — ELK Advisory Group, LLC, Form 5500 (2025)
Creator: ELK Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ELK Advisory Group, LLC 401(k) Plan

401(k) retirement plan · ELK Advisory Group, LLC's ELK Advisory Group, LLC 401(k) Plan held $493K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$493K

Net assets (EOY)

$493K

Plan identifiers

ELK Advisory Group, LLC's EIN is 87-2337898.

EIN 87-2337898

Plan number 001

Plan year 2025

ACK ID 20260422092342NAL0005596176001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for ELK Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

ELK Advisory Group, LLC's plan includes profit-sharing, 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 ELK ADVISORY GROUP, 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