# Elliott Davis, LLC 401(k) Plan
Source: https://planprovider.pro/companies/elliott-davis-llc-570381582-001

> Elliott Davis, LLC's 401(k) plan: 886 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elliott Davis, LLC

- **Sponsor EIN:** 570381582

- **Sponsor Address:** P.O. BOX 6286, GREENVILLE, SC, 296066286

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

- **Plan Number:** 001

- **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.|

| 2024|886|$145.5M|$2.8M|$7.8M|

| 2023|757|$135.4M|$2.6M|$7.6M|

| 2022|738|$111.3M|$2.5M|$6.9M|

## 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|

| RESJ|Auditor|$15,750|—|$15,750|

| COMPERIO RETIREMENT CONSULTING INC|Other Service Provider|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [RESJ](https://planprovider.pro/provider/resj-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $20,750

- **Estimated Expense Ratio:** 0.014% 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|$27,827|—|—|$18,750|—|

| 2023|$32,724|—|—|$15,000|—|

| 2022|$38,834|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/elliott-davis-llc-570381582-001)

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