Original filing (PDF)20251013124650NAL0002921026001

C.A. ELLIS & ASSOCIATES, LLC DBA COACH CANDICE

Name: C.A. ELLIS & ASSOCIATES, LLC DBA COACH CANDICE — C.A. ELLIS 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: C.A. ELLIS & ASSOCIATES, LLC DBA COACH CANDICE

Form 5500-SF

FILING_RECEIVED

C.A. ELLIS 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

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. 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 C.A. ELLIS & ASSOCIATES, LLC DBA COACH CANDICE.

Plan sponsor

Name

C.A. ELLIS & ASSOCIATES, LLC DBA COACH CANDICE

EIN