Plan Snapshot
- Plan Sponsor: Elsa LLC
- Sponsor EIN: 351720708
- Sponsor Address: 1240 S. STATE RD 37, ELWOOD, IN, 46036
- Plan Type: 401(k)
- Total Participants: 770
- Total Assets: $32.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 770 | $32.2M | $602,020 | $1.6M |
| 2023 | 724 | $27.9M | $578,210 | $1.5M |
| 2022 | 636 | $23.2M | $499,762 | $1.4M |
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 |
|---|---|---|---|---|
| MML INVESTOR SERVICES LLC | Investment Advisor | — | $42,076 | $42,076 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $19,204 | — | $19,204 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,280
- Estimated Expense Ratio: 0.191% 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 | $19,204 | — | — | — | — |
| 2023 | $17,035 | — | $300 | — | — |
| 2022 | $15,961 | — | — | — | — |