How big is The Ellie Fund's plan?

The Ellie Fund's plan reported $280K in assets and 12 participants for 2024.

Original filing (PDF)20250604080510NAL0011090513001

The Ellie Fund

Name: The Ellie Fund — The Ellie Fund 401(k) Plan, Form 5500 (2024)
Creator: The Ellie Fund
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Ellie Fund 401(k) Plan

401(k) retirement plan · The Ellie Fund's The Ellie Fund 401(k) Plan held $280K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$280K

Net assets (EOY)

$280K

People on this filing

Susan Gilmore signed The Ellie Fund's 2024 Form 5500 as plan administrator.

Susan Gilmore — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Ellie Fund's EIN is 04-3280390.

EIN 04-3280390

Plan number 001

Plan year 2024

ACK ID 20250604080510NAL0011090513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Ellie Fund from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Ellie Fund's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ELLIE FUND.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

THE ELLIE FUND

EIN

all filings

Address

200 RESERVOIR ST - SUITE 300 · NEEDHAM, MA · 02494

Phone

(781) 449-0100

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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