Original filing (PDF)20260302151745NAL0001967456001

THE ELLIOTT COMPANY

Name: THE ELLIOTT COMPANY — THE ELLIOTT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: THE ELLIOTT COMPANY

Form 5500

FILING_RECEIVED

THE ELLIOTT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

193

Accounts w/ balance

224

Plan assets (EOY)

$26.0M

Net assets (EOY)

$25.7M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade A

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ELLIOTT COMPANY.

Plan sponsor

Name

THE ELLIOTT COMPANY

EIN

61-0961116

Address

55 INDUSTRIAL BOULEVARD · PIKEVILLE, KY · 41501

Phone

(606) 437-7368

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-02

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BLANKENSHIP CPA GROUP, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $25.7M(99% of reported assets)

PI						% of plan
	The Elliott Company, Inc. 800,000 shares of common stock, no	Common Stock	—	$3.2M	$25.7M	99.0%

1–1 of 1

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