AUMdb

Ellison Technologies Employees Retirement Savings Plan

Sponsored by Ellison Technologies, Inc. · EIN 953406732 · Plan #001

Total assets
$84.4M
Net assets
$84.4M
Active participants
370
With balances
544

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $49,279
Empower Advisory Group, Llc Investment management $49,054
Nova 401(k) Associates Contract administrator $5,000
Futureplan By Ascensus Kravitz Contract administrator $0