How big is C.A. Ellis & Associates, LLC DBA Coach Candice's plan?

C.A. Ellis & Associates, LLC DBA Coach Candice's plan reported $84K in assets and 2 participants for 2024.

Original filing (PDF)20251013124650NAL0002921026001

C.A. Ellis & Associates, LLC DBA Coach Candice

Name: C.A. Ellis & Associates, LLC DBA Coach Candice — Form 5500 Plan 001 (2024)
Creator: C.A. Ellis & Associates, LLC DBA Coach Candice
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

C.A. Ellis 401(k) Profit Sharing Plan

401(k) retirement plan · C.A. Ellis & Associates, LLC DBA Coach Candice's C.A. Ellis 401(k) Profit Sharing Plan held $84K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

People on this filing

Candice Ellis signed C.A. Ellis & Associates, LLC DBA Coach Candice's 2024 Form 5500 as plan administrator.

Candice Ellis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

C.A. Ellis & Associates, LLC DBA Coach Candice's EIN is 81-2868340.

EIN 81-2868340

Plan number 001

Plan year 2024

ACK ID 20251013124650NAL0002921026001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for C.A. Ellis & Associates, LLC DBA Coach Candice from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

C.A. Ellis & Associates, LLC DBA Coach Candice's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for C.A. ELLIS & ASSOCIATES, LLC DBA COACH CANDICE.

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Plan health score

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. 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