Ellington Management Group 401(k) & Profit Sharing Plan
Sponsored by Ellington Management Group, L.L.C. · EIN 061441140 · Plan #001
- Total assets
- $63.9M
- Net assets
- $63.9M
- Active participants
- 165
- With balances
- 249
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Goldgrab Cpa Pllc | Accounting, Direct payment from the plan | $27,032 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $19,896 |
| Ubs Financial Services, Inc | Investment advisory (plan), Direct payment from the plan | $15,000 |