Original filing (PDF)20250924115852NAL0017023202001

ROBERT J. ELLIS FINANCIAL ADVISORS, LLC

Name: ROBERT J. ELLIS FINANCIAL ADVISORS, LLC — ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT J. ELLIS FINANCIAL ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

ROBERT J. ELLIS FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

Plan health score

Above-average plan

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT J. ELLIS FINANCIAL ADVISORS, LLC.

Plan sponsor

Name

ROBERT J. ELLIS FINANCIAL ADVISORS, LLC

EIN

16-1438621all filings

Address

3415 ORCHARD PARK RD · ORCHARD PARK, NY · 14127

Phone

(716) 677-6277

Industry

Finance & Insurancesee all

Plan administrator