Plan Snapshot
- Plan Sponsor: Elbit Systems Of America, LLC
- Sponsor EIN: 300403919
- Sponsor Address: 4700 MARINE CREEK PARKWAY, FORT WORTH, TX, 76179
- Plan Type: DB
- Total Participants: 220
- Total Assets: $83.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 220 | $83.0M | $0 | $0 |
| 2023 | 234 | $86.5M | $0 | $0 |
| 2022 | 239 | $89.3M | $0 | $0 |
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 | $39,316 | — | $39,316 |
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: $39,316
- Estimated Expense Ratio: 0.047% of plan assets
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 | $508,447 | $168,188 | — | $39,316 | — |
| 2023 | $1,095,872 | $27,775 | — | $32,239 | — |
| 2022 | $718,777 | $26,238 | — | — | $122,779 |