# Elios Financial Group INC 401(k) Plan
Source: https://planprovider.pro/companies/elios-financial-group-inc-401k-plan

> Elios Financial Group INC's 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elios Financial Group INC

- **Sponsor EIN:** 341777861

- **Sponsor Address:** 30700 CENTER RIDGE RD, WESTLAKE, OH, 441455197

- **Plan Type:** 401(k)

- **Total Participants:** 6

- **Total Assets:** $1.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|6|$1.3M|$47,518|$101,258|

| 2023|5|$998,219|$25,803|$73,000|

| 2022|5|$894,376|$44,766|$75,581|

## Similar Plans

- [Tamarind Hill Investment Management, LLC](https://planprovider.pro/companies/tamarind-hill-investment-management-llc-401k-plan) — 5 participants

- [Ascend Financial Partners LLC](https://planprovider.pro/companies/ascend-financial-partners-llc-401k-plan) — 7 participants

- [Capitalworks, LLC Dba Cw Industrial Partners, LLC](https://planprovider.pro/companies/capitalworks-llc-dba-cw-industrial-partners-llc-401k-plan) — 7 participants

- [B. Feld & Co., LLC](https://planprovider.pro/companies/b-feld-co-llc-401k-plan) — 5 participants

- [Hudson Financial Advisors, INC.](https://planprovider.pro/companies/hudson-financial-advisors-inc-401k-plan) — 5 participants

- [Advanced Asset Management Advisors, INC.](https://planprovider.pro/companies/advanced-asset-management-advisors-inc-plan) — 7 participants

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

© 2026 PlanProvider.Pro