# Elior, INC. 401(k) Plan
Source: https://planprovider.pro/companies/elior-inc-401k-plan

> Elior, INC.'s 401(k) plan: 12,313 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — OTHER SERVICES

- [LOCKTON INVESTMENT SECURITIES, LLC](https://planprovider.pro/provider/creative-planning) — OTHER SERVICES

- [S. R. SNODGRASS, P. C.](https://planprovider.pro/provider/s-r-snodgrass-pc) — 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|—|—|

## Similar Plans

- [Bakkavor Foods Usa, INC.](https://planprovider.pro/companies/bakkavor-foods-usa-inc-401k-plan) — 835 participants

- [Tri-Arc Food Systems, INC.](https://planprovider.pro/companies/tri-arc-food-systems-inc-401k-plan) — 311 participants

- [Compass Group Usa, INC.](https://planprovider.pro/companies/compass-group-usa-inc-401k-plan) — 292,038 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/elior-inc-401k-plan)

© 2026 PlanProvider.Pro