Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ELITE CAPITAL MANAGEMENT GROUP, LLC
EIN 02-0770121financial servicesLatest filing 2025
Plans
2
Retirement
2
$9.2M assets
Welfare
0
Participants
7
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.2M assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ELITE CAPITAL MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$6.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ELITE CAPITAL MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$3.1M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ELITE CAPITAL MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN | 401k | $6.2M | 4 | 2025 | |
| 001 | ELITE CAPITAL MANAGEMENT GROUP, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.1M | 3 | 2024 |
Retirement plans