# The Elmore Group, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/the-elmore-group-ltd-401k-plan

> The Elmore Group, Ltd.'s 401(k) plan: 193 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Elmore Group, Ltd.

- **Sponsor EIN:** 840594083

- **Sponsor Address:** 3200 S DECKER LAKE DR, WEST VALLEY CITY, UT, 84119

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

- **Total Participants:** 193

- **Total Assets:** $13.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|193|$13.6M|$195,368|$593,500|

| 2023|158|$12.8M|$165,987|$556,692|

| 2022|155|$11.3M|$153,367|$558,152|

## 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|

| LEE CPA AUDIT GROUP|Auditor|$14,000|—|$14,000|

### Verified Provider Profiles

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

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,000

- **Estimated Expense Ratio:** 0.103% 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|$120,000|$23,406|$78,297|$14,000|—|

| 2023|$118,897|$19,924|$63,130|$28,250|—|

| 2022|$69,189|$14,452|$54,737|—|—|

## Similar Plans

- [Action Target, INC.](https://planprovider.pro/companies/action-target-inc-401k-plan) — 175 participants

- [Swan Pediatric Dental LLC](https://planprovider.pro/companies/swan-pediatric-dental-llc-401k-plan-002) — 33 participants

- [Tfi Holdings, INC.](https://planprovider.pro/companies/tfi-holdings-inc-plan) — 10 participants

- [Bwt Solutions, INC.](https://planprovider.pro/companies/bwt-solutions-inc-plan) — 5 participants

- [Rb Enterprises Corp.](https://planprovider.pro/companies/rb-enterprises-corp-401k-plan) — 4 participants

- [Raap Enterprises INC.](https://planprovider.pro/companies/raap-enterprises-inc-plan) — 4 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-elmore-group-ltd-401k-plan)

© 2026 PlanProvider.Pro