Plan Snapshot
- Plan Sponsor: Ellis George LLP
- Sponsor EIN: 953970923
- Sponsor Address: 2121 AVENUE OF THE STARS, 30TH FL, LOS ANGELES, CA, 90067
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 74 | $13.2M | $575,951 | $839,888 |
| 2023 | 93 | $12.0M | $743,993 | $1.1M |
| 2022 | 100 | $9.3M | $714,687 | $1.0M |
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 |
|---|---|---|---|---|
| KIECKHAFER SCHIFFER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIECKHAFER SCHIFFER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $65,477 | — | $65,477 | — | — |
| 2023 | $54,991 | — | $54,991 | — | — |
| 2022 | $35,670 | — | $35,670 | — | — |