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  2. ELM3 Financial Group

Filings through Oct 24, 2026.

ELM3 Financial Group

EIN 87-0760622-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$25K assets
Health & Benefits
0
Participants
3
5755 NORTH POINT PARKWAY, SUITE 92 - ALPHARETTA, GA 30022404-219-7562
Plans on this EIN
1 filing
#001401(k)-$25K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ELM3 FINANCIAL GROUP 401(K) PLAN

401(k)

Assets$25K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ELM3 FINANCIAL GROUP 401(K) PLAN401(k)$25K32025
  • ELM3 FINANCIAL GROUP 401(K) PLAN$25K
    #001 · 401(k) · 20253
Retirement plans
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