Ellis George Llp 401(k) Plan
Sponsored by Ellis George Llp · EIN 953970923 · Plan #004
- Total assets
- $13.2M
- Net assets
- $13.2M
- Active participants
- 74
- With balances
- 155
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Rbc Capital Markets Llc | Investment advisory (plan) | $36,783 |
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $28,694 |
| Actuaries Unlimited, Inc. | Contract administrator | $0 |