Plan Snapshot
- Plan Sponsor: Elbit Systems Of America, LLC
- Sponsor EIN: 300403919
- Sponsor Address: 4700 MARINE CREEK PKWY, FORT WORTH, TX, 761793505
- Plan Type: 401(k)
- Total Participants: 3,219
- Total Assets: $465.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,219 | $465.6M | $15.3M | $23.1M |
| 2023 | 2,381 | $346.5M | $14.9M | $23.0M |
| 2022 | 2,428 | $306.2M | $15.5M | $22.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $428,294 | — | $428,294 | — | — |
| 2023 | $400,294 | $39,961 | $310,307 | $50,026 | — |
| 2022 | $321,667 | — | — | — | — |