Original filing (PDF)20230526220041NAL0021492368009

ELLIS & ADAMS

Name: ELLIS & ADAMS — ELLIS & ADAMS 401(K) PLAN, Form 5500 (2022)
Creator: ELLIS & ADAMS

Form 5500-SF

FILING_RECEIVED

ELLIS & ADAMS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$481

Net assets (EOY)

$481

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELLIS & ADAMS.

Plan sponsor

Name

ELLIS & ADAMS

EIN

20-3447695

Address

114 KOLLMEYER CIR · AUSTIN, TX · 78734

Phone

(512) 810-5293

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-05-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

AIRSTREAM SANTA BARBARA INC

AIRSTREAM SANTA BARBARA INC 401(K) PROFIT SHARING PLAN & TRUST

$482 · 17 participants

SELAH PROVISIONS LLC

SELAH PROVISIONS LLC 401(K) PLAN

$484 · 4 participants

PEDIATRIC PHARMACY ADVOCACY GROUP

PEDIATRIC PHARMACY ADVOCACY GROUP RETIREMENT TRUST

$478

HD PRECISION ANALYTICS

HD PRECISION ANALYTICS MCF BENEFIT PLAN

$476 · 4 participants

FRESHLIME, INC.

FRESHLIME, INC. 401(K) PLAN

$487