Plan Snapshot
- Plan Sponsor: Elliott Davis, LLC
- Sponsor EIN: 570381582
- Sponsor Address: P.O. BOX 6286, GREENVILLE, SC, 296066286
- Plan Type: 401(k)
- Total Participants: 886
- Total Assets: $145.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 886 | $145.5M | $0 | $0 |
| 2024 | 757 | $135.4M | $0 | $0 |
| 2023 | 738 | $111.3M | $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 |
|---|---|---|---|---|
| RESJ, PC | Auditor | $18,750 | — | $18,750 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RESJ, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,750
- Estimated Expense Ratio: 0.013% 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 |
|---|---|---|---|---|---|
| 2025 | $27,827 | — | — | $18,750 | — |
| 2024 | $32,724 | — | — | $15,000 | — |
| 2023 | $38,834 | — | — | — | — |