# Elliott Company 401(k) Plan
Source: https://planprovider.pro/companies/elliott-company-401k-plan-003

> Elliott Company&#39;s 401(k) plan: 1,347 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elliott Company

- **Sponsor EIN:** 251555755

- **Sponsor Address:** 901 NORTH FOURTH STREET, JEANNETTE, PA, 156441473

- **Plan Type:** 401(k)

- **Total Participants:** 1,347

- **Total Assets:** $395.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|1,347|$395.9M|$10.5M|$15.3M|

| 2023|1,254|$356.3M|$9.3M|$13.6M|

| 2022|1,329|$317.3M|$6.9M|$8.9M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$91,348|—|$91,348|

| FINANCIAL ENGINES|ADVISOR|$72,103|—|$72,103|

| SISTERSON AND CO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SISTERSON AND CO LLP](https://planprovider.pro/provider/sisterson-and-co-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $163,451

- **Estimated Expense Ratio:** 0.041% 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|$163,451|$72,103|$300|—|—|

| 2023|$318,362|$97,328|—|—|—|

| 2022|$201,150|$56,084|$131,883|—|$12,350|

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