Original filing (PDF)20230627160445NAL0009788642001

ELLIE INVESTMENTS INC

Name: ELLIE INVESTMENTS INC — ELLIE INVESTMENTS IND 401K, Form 5500 (2022)
Creator: ELLIE INVESTMENTS INC

Form 5500-SF

FILING_RECEIVED

ELLIE INVESTMENTS IND 401K

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$277K

Net assets (EOY)

$277K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELLIE INVESTMENTS INC.

Plan sponsor

Name

ELLIE INVESTMENTS INC

EIN

45-2549357

Address

16506 BRIDGEWALK DR · LITHIA, FL · 33547

Phone

(813) 395-1899

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-27

Pension benefit codes

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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