PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ELD ASSOCIATES, LLC RETIREMENT PLAN
Sponsor portfolio

ELD ASSOCIATES, LLC RETIREMENT PLAN

EIN 62-1840081-investment banking-Latest filing 2025
Plans
2
Retirement
2
$9.5M assets
Welfare
0
Participants
51
832 GEORGIA AVENUE, SUITE 400 - CHATTANOOGA, TN 37402423-756-5213LinkedIn11-50 employeesinvestment banking
Plans on this EIN
2 filings
#334TraditionalDB-$5.9M - 28 part#002401k-$3.6M - 23 part

Retirement portfolio analytics

2 plans aggregated / $9.5M assets / 51 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • LLC RETIREMENT PLAN (#334)62%
  • ASSOCIATES, LLC 401(K) (#002)38%
Total $9.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC RETIREMENT PLAN (#334)28
  • ASSOCIATES, LLC 401(K) (#002)23
Total 51Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#334

ELD ASSOCIATES, LLC RETIREMENT PLAN

TraditionalDB

Assets$5.9M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ELD ASSOCIATES, LLC 401(K) PLAN

401k

Assets$3.6M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
334ELD ASSOCIATES, LLC RETIREMENT PLANTraditionalDB$5.9M282025
002ELD ASSOCIATES, LLC 401(K) PLAN401k$3.6M232025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica