# Elliott-Lewis Corporation 401(k) Plan
Source: https://planprovider.pro/companies/elliott-lewis-corporation-401k-plan

> Elliott-Lewis Corporation's 401(k) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elliott-Lewis Corporation

- **Sponsor EIN:** 232974096

- **Sponsor Address:** 2900 BLACK LAKE PLACE, PHILADELPHIA, PA, 19154

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

- **Total Participants:** 211

- **Total Assets:** $41.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|211|$41.4M|$1.1M|$1.9M|

| 2023|194|$36.8M|$980,765|$1.8M|

| 2022|184|$31.4M|$872,173|$1.6M|

## 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|

| KATHMERE CAPITAL MANAGEMENT LLC|INVESTMENT ADVISOR|$67,322|—|$67,322|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$50,252|—|$50,252|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$9,668|—|$9,668|

| STEPHANO SLACK LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STEPHANO SLACK LLC](https://planprovider.pro/provider/stephano-slack-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $127,242

- **Estimated Expense Ratio:** 0.307% 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|$128,322|$76,990|—|—|—|

| 2023|$123,684|$72,621|—|—|—|

| 2022|$151,306|—|$151,306|—|—|

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