Plan Snapshot
- Plan Sponsor: Elliott Company
- Sponsor EIN: 251555755
- Sponsor Address: 901 NORTH FOURTH STREEET, JEANNETTE, PA, 156441473
- Plan Type: DB
- Total Participants: 0
- Total Assets: $14.4M
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 | 0 | $14.4M | $0 | $0 |
| 2023 | 408 | $245.4M | $0 | $0 |
| 2022 | 755 | $263.8M | $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 |
|---|---|---|---|---|
| MERCER | Other Service Provider | $1,298,554 | — | $1,298,554 |
| PNC | Other Service Provider | $333,184 | — | $333,184 |
| SISTERSON AND COMPANY LLP | Auditor | $14,200 | — | $14,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SISTERSON AND COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,645,938
- Estimated Expense Ratio: 11.394% 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 | $1,949,797 | $333,184 | — | — | — |
| 2023 | $1,045,730 | $347,220 | — | — | — |
| 2022 | $648,963 | — | $394,311 | — | $16,700 |