# Elbitamerica, INC. DB Plan
Source: https://planprovider.pro/companies/elbitamerica-inc-plan-002

> Elbitamerica, INC.'s DB plan: 83 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elbitamerica, INC.

- **Sponsor EIN:** 510345236

- **Sponsor Address:** 4700 MARINE CREEK PARKWAY, FORT WORTH, TX, 76179

- **Plan Type:** DB

- **Total Participants:** 83

- **Total Assets:** $58.9M

## 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|83|$58.9M|$1.1M|$0|

| 2023|97|$56.2M|$1.3M|$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|

| THE ANGELL PENSION GROUP, INC.|NONE|$39,325|—|$39,325|

| WHITLEY PENN LLP|NONE|$29,870|—|$29,870|

| FIDUCIENT ADVISORS LLC|NONE|$28,358|—|$28,358|

| PRINCIPAL TRUST COMPANY|NONE|$26,792|—|$26,792|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $124,345

- **Estimated Expense Ratio:** 0.211% 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|$579,948|$28,357|—|$29,870|—|

| 2023|$647,737|$16,646|—|$22,660|—|

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