Plan Snapshot
- Plan Sponsor: Elior, INC.
- Sponsor EIN: 262223480
- Sponsor Address: 101 N. TRYON STREET, SUITE 525, CHARLOTTE, NC, 28202
- Plan Type: 401(k)
- Total Participants: 12,313
- Total Assets: $102.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 12,313 | $102.0M | $1.9M | $9.7M |
| 2023 | 10,452 | $91.9M | $1.5M | $8.1M |
| 2022 | 23,626 | $82.2M | $1.7M | $8.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $448,528 | — | $448,528 |
| CREATIVE PLANNING, INC. | INVESTMENT ADVISORY | — | $90,000 | $90,000 |
| CLIFTONLARSONALLEN LLP | OTHER SERVICES | — | $23,625 | $23,625 |
| LOCKTON INVESTMENT SECURITIES, LLC | OTHER SERVICES | — | $7,500 | $7,500 |
| S. R. SNODGRASS, P. C. | OTHER SERVICES | — | $5,000 | $5,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — INVESTMENT ADVISORY
- CLIFTONLARSONALLEN LLP — OTHER SERVICES
- LOCKTON INVESTMENT SECURITIES, LLC — OTHER SERVICES
- S. R. SNODGRASS, P. C. — OTHER SERVICES
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $574,653
- Estimated Expense Ratio: 0.563% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $456,274 | — | $456,274 | — | — |
| 2023 | $433,200 | — | $433,200 | — | — |
| 2022 | $448,247 | — | $448,247 | — | — |