TEAM ELEVATED ASSET MANAGEMENT
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
523
Total plan assets
$9.7M
Filings (rows)
3
Direct comp
$32K
Indirect comp
$0
SERVICES PROVIDED
Other3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| KOREAN COMMUNITY SERVICES INC. KOREAN COMMUNITY SERVICES INC 401K AND PROFIT SHARING PLAN | ANAHEIM, CA | Other INVESTMENT/FINANCIAL ADVI | 185 | $4.2M | $21K |
| KOREAN COMMUNITY SERVICES INC. KOREAN AMERICAN CENTER 401K AND PROFIT SHARING PLAN | ANAHEIM, CA | Other INVESTMENT/FINANCIAL ADVI | 169 | $2.7M | $6K |
| KOREAN COMMUNITY SERVICES INC. KOREAN AMERICAN CENTER 401K AND PROFIT SHARING PLAN | ANAHEIM, CA | Other INVESTMENT/FINANCIAL ADVI | 169 | $2.7M | $6K |