· 2022–2024 · DOL EFAST2
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COTTON GROOME FINANCIAL ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
3
Active participants
439
Total plan assets
$5.5M
Filings (rows)
3
Direct comp
$30K
Indirect comp
$0
SERVICES PROVIDED
Investment manager
3
Plans served
All 3 plans
Export CSV
(3)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
ELKAMET
ELKAMET 401(K) PLAN
EAST FLAT ROCK, NC
Investment manager
156
$2.4M
$16K
$0
ELKAMET
ELKAMET 401(K) PLAN
EAST FLAT ROCK, NC
Investment manager
145
$1.7M
$8K
$0
ELKAMET
ELKAMET 401(K) PLAN
EAST FLAT ROCK, NC
Investment manager
138
$1.4M
$6K
$0
COTTON GROOME FINANCIAL ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search
