What public Form 5500 filings show about the C.A. Ellis & Associates, LLC DBA Coach Candice 401(k) plan — and how to find and check your own account.
C.A. Ellis & Associates, LLC DBA Coach Candice (EIN 81-2868340) reports C.A. ELLIS 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $84K in plan assets across 2 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full C.A. Ellis & Associates, LLC DBA Coach Candice filing — schedules, fees, and providers.
C.A. Ellis & Associates, LLC DBA Coach Candice’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask C.A. Ellis & Associates, LLC DBA Coach CandiceHR for the recordkeeper’s name and login.
