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  1. Companies/
  2. Elm Electrical, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Elm Electrical, Inc.

EIN 04-2489159-industrial automation-Latest filing 2025
Plans
3
Retirement
2
$55.8M assets
Health & Benefits
1
$115K premiums
Participants
679
68 UNION ST - WESTFIELD, MA 01085413-568-0905elmelec.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
3 filings
#001401(k)-$49.4M - 250 part#002ESOP-$6.5M - 222 part#501Mixed-$115K - 198 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $55.8M assets / 472 participants

Assets by plan

Share of aggregate retirement assets

  • ELECTRICAL, INC. 401(K) (#001)$49.4M
  • EMPLOYEE STOCK OWNERSHIP (#002)$6.5M
Total $55.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • ELECTRICAL, INC. 401(K) (#001)250
  • EMPLOYEE STOCK OWNERSHIP (#002)222
Total 472Select a row to open it

Benefits portfolio analytics

1 plan / $115K premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$115K
  • Long-term disability$115K
  • Other$115K
Total $115K3 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ELM ELECTRICAL, INC. 401(K) PLAN

401(k)

Assets$49.4M
Participants250
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ELM ELECTRICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.5M
Participants222
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ELM ELECTRICAL HEALTH & WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$115K
Covered lives198
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ELM ELECTRICAL, INC. 401(K) PLAN401(k)$49.4M2502025
#002ELM ELECTRICAL, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.5M2222025
  • ELM ELECTRICAL, INC. 401(K) PLAN$49.4M
    #001 · 401(k) · 2025250
  • ELM ELECTRICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN$6.5M
    #002 · ESOP · 2025222

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ELM ELECTRICAL HEALTH & WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$115K1982025
  • ELM ELECTRICAL HEALTH & WELFARE PLAN$115K
    #501 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025198
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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