Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
ASSOCIATED ELEVATOR COMPANIES
EIN 04-3093454Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$8.2M assets
Welfare
0
Participants
27
583 FOREST ROAD, PO BOX 500 - SOUTH YARMOUTH, MA 02664508-760-3875associatedelevator.comLinkedIn11-50 employees
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.2M assets / 27 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#001
ASSOCIATED ELEVATOR COMPANIES 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$5.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
ASSOCIATED ELEVATOR COMPANIES CASH BALANCE PLAN #2
CashBalance
Assets$2.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ASSOCIATED ELEVATOR COMPANIES 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $5.9M | 14 | 2025 | |
| 004 | ASSOCIATED ELEVATOR COMPANIES CASH BALANCE PLAN #2 | CashBalance | $2.2M | 13 | 2025 |
Retirement plans