Ellis, Painter, Ratterree & Adams LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Ellis, Painter, Ratterree & Adams LLP
  • Sponsor EIN: 581788955
  • Sponsor Address: 24 OGLETHORPE PROFESSIONAL BLVD, SAVANNAH, GA, 31406
  • Plan Type: 401(k)
  • Total Participants: 26
  • Total Assets: $7.1M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202426$7.1M$65,985$232,587
202325$6.4M$83,768$243,368
202229$5.5M$81,428$211,304

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