ELLISON INSTITUTE, LLC 401(k) Plan
What public Form 5500 filings show about the ELLISON INSTITUTE, LLC 401(k) plan — and how to find and check your own account.
The ELLISON INSTITUTE, LLC 401(k) on its latest Form 5500
ELLISON INSTITUTE, LLC (EIN 84-3994143) reports ELLISON INSTITUTE 401(K) PLAN on its most recent Form 5500, with $9.4M in plan assets across 136 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 ELLISON INSTITUTE, LLC filing — schedules, fees, and providers.
Who runs the ELLISON INSTITUTE, LLC 401(k)?
ELLISON INSTITUTE, LLC’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 ELLISON INSTITUTE, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ONEDIGITAL INVESTMENT ADVISORS, RESOURCES INVESTMENT ADVISORS.
How to check your ELLISON INSTITUTE, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ELLISON INSTITUTE, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).