Plan Snapshot
- Plan Sponsor: Ellison Technologies, INC.
- Sponsor EIN: 953406732
- Sponsor Address: 9912 SOUTH PIONEER BLVD., SANTA FE SPRINGS, CA, 90670
- Plan Type: 401(k)
- Total Participants: 370
- Total Assets: $84.4M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 370 | $84.4M | $705,096 | $4.1M |
| 2023 | 501 | $77.6M | $733,336 | $4.2M |
| 2022 | 494 | $65.6M | $645,161 | $3.7M |
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 |
|---|---|---|---|---|
| LUCAS, HORSFALL, MURPHY & PINDROH L | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUCAS, HORSFALL, MURPHY & PINDROH L — 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 | $117,960 | $49,054 | $16,668 | — | — |
| 2023 | $121,898 | $86,261 | $35,637 | — | — |
| 2022 | $104,854 | $4,250 | $5,970 | — | $94,634 |