# Elite Associates Holding INC. 401(k) Plan
Source: https://planprovider.pro/companies/elite-associates-holding-inc-401k-plan

> Elite Associates Holding INC.'s 401(k) plan: 139 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elite Associates Holding INC.

- **Sponsor EIN:** 454006796

- **Sponsor Address:** 875 CHALLENGER STREET, BREA, CA, 92821

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

- **Total Participants:** 139

- **Total Assets:** $8.7M

## 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|139|$8.7M|$0|$731,742|

| 2023|120|$7.8M|$0|$640,730|

| 2022|113|$7.2M|$4,630|$660,226|

## 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|

| MML INVESTOR SERVICES LLC|ADVISOR|$8,245|—|$8,245|

| JP MORGAN|INVESTMENT ADVISOR|$8,031|—|$8,031|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$6,725|—|$6,725|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JP MORGAN](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $23,001

- **Estimated Expense Ratio:** 0.265% 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|$26,170|$19,445|—|—|—|

| 2023|$28,907|$22,157|—|—|—|

| 2022|$24,953|$4,390|—|—|—|

## Similar Plans

- [Super Taqueria Restaurant, INC.](https://planprovider.pro/companies/super-taqueria-restaurant-inc-plan) — 135 participants

- [Harold A. Steuber Enterprises INC.](https://planprovider.pro/companies/harold-a-steuber-enterprises-inc-plan) — 129 participants

- [Taste Catering](https://planprovider.pro/companies/taste-catering-401k-plan) — 67 participants

- [Mina Group LLC](https://planprovider.pro/companies/mina-group-llc-401k-plan) — 213 participants

- [The Jacmar Companies, LLC](https://planprovider.pro/companies/the-jacmar-companies-llc-401k-plan) — 29 participants

- [Jrp Distributors, INC.](https://planprovider.pro/companies/jrp-distributors-inc-401k-plan) — 25 participants

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

© 2026 PlanProvider.Pro