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Original filing (PDF)20251013161515NAL0000820627001
ELLICOTT DEVELOPMENT COMPANY
Form 5500
FILING_RECEIVED
ELLICOTT DEVELOPMENT COMPANY 401(K) PLAN
401(k) retirement plan
Active participants
428
Accounts w/ balance
143
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELLICOTT DEVELOPMENT COMPANY.
Plan sponsor
Name
ELLICOTT DEVELOPMENT COMPANY
EIN
16-1039947
Address
10 ELLICOTT SQUARE COURT CORP · 295 MAIN STREET, STE 700 · BUFFALO, NY · 14203
Phone
(716) 854-0060
Industry
Real Estatesee all
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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
LUMSDEN & MCCORMICK, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI | 85-0833363 | ERIE, PA | RECORDKEEPER | $9K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST BANK | 23-2790930 | ERIE, PA | TRUSTEE, UNRELATED | $30K | — |
Investments
23 direct securities · 1 pooled fund· $14.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$11.2M
23 holdings
Common Collective Trust
$3.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RETIREMENT DATE TRUST AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $3.6M | 32.2% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $2.2M | 19.5% | |
| Victory Sycamore Est Value Fund | — | — | — | $909K | 8.1% | |
| American Century One Choice In Retirement Fund | — | — | — | $894K | 8.0% | |
| Federated Hermes Prime Cash Obligation | — | — | — | $816K | 7.3% | |
| American Century One Choice 2035 Fund | — | — | — | $797K | 7.1% | |
| T. Rowe Price Blue Chip Growth Fund | — | — | — | $619K | 5.5% | |
| American Century One Choice 2045 Fund | — | — | — | $607K | 5.4% | |
| Federated Hermes Total Return Bond Fund | — | — | — | $567K | 5.1% | |
| American Century One Choice 2030 Fund | — | — | — | $506K | 4.5% | |
| T. Rowe Price Diversified Small Cap Growth Fund | — | — | — | $410K | 3.7% | |
| Diamond Hill Large Cap Fund | — | — | — | $378K | 3.4% | |
| JP Morgan Undiscovered Managers Behavioral Value Fund | — | — | — | $350K | 3.1% | |
| American Century One Choice 2025 Fund | — | — | — | $344K | 3.1% | |
| DFA International Core Equity Portfolio Fund | — | — | — | $343K | 3.1% | |
| Harding Loevner International Equity Fund | — | — | — | $260K | 2.3% | |
| MFS Mid Cap Growth Fund | — | — | — | $216K | 1.9% | |
| JP Morgan Emerging Markets Equity Fund | — | — | — | $198K | 1.8% | |
| American Century One Choice 2055 Fund | — | — | — | $190K | 1.7% | |
| Vanguard Total Stock Market Index Fund | — | — | — | $182K | 1.6% | |
| American Century One Choice 2050 Fund | — | — | — | $171K | 1.5% | |
| Vanguard Short-Term Investment Grade Admiral Shares | — | — | — | $154K | 1.4% | |
| American Century One Choice 2040 Fund | — | — | — | $72K | 0.6% | |
| American Century One Choice 2060 Fund | — | — | — | $24K | 0.2% |
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