Ellis Mechanical, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ellis Mechanical, INC.
  • Sponsor EIN: 351937736
  • Sponsor Address: 2929 BLUFF RD, INDIANAPOLIS, IN, 46225
  • Plan Type: 401(k)
  • Total Participants: 27
  • Total Assets: $7.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202427$7.3M$196,397$256,619
202322$7.3M$154,716$181,127
202224$6.3M$298,949$218,682

Similar Plans