Sponsor portfolio
ELEFANTE FINANCIAL SERVICES
EIN 20-8745832financial servicesLatest filing 2025
Plans
1
Retirement
1
$2.1M assets
Welfare
0
Participants
4
1502 W NC HIGHWAY 54 STE 501 - DURHAM, NC 27707919-338-2079garyelefante.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ELEFANTE FINANCIAL SERVICES 401(K) P/S PLAN | 401k | $2.1M | 4 | 2025 |
Retirement plans