# Ellis George LLP DC Plan
Source: https://planprovider.pro/companies/ellis-george-cipollone-o-brien-annaguey-llp-plan

> Ellis George LLP's DC plan: 74 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:** DC

- **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|

| RBC CAPITAL MARKETS LLC|INVESTMENT ADVISOR|$36,783|—|$36,783|

| EMPOWER ANNUITY INSURANCE CO OF AM|RECORDKEEPER|$28,694|—|$28,694|

| ACTUARIES UNLIMITED, INC.|CONTRACT ADMIN|—|$10,509|$10,509|

| KIECKHAFER SCHIFFER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KIECKHAFER SCHIFFER LLP](https://planprovider.pro/provider/kieckhafer-schiffer-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $75,986

- **Estimated Expense Ratio:** 0.574% 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|$65,477|—|$65,477|—|—|

| 2023|$54,991|—|$54,991|—|—|

| 2022|$35,670|—|$35,670|—|—|

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