Jason Bowman signed Ellison Institute, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ellison Institute, LLC's EIN is 84-3994143.
Download the official 2024 Form 5500 (PDF) for Ellison Institute, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ellison Institute, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $24K | — |
| RESOURCES INVESTMENT ADVISORS, LLC | — | OVERLAND PARK, KS | INVESTMENT MANAGEMENT | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $7.7M | 81.5% | |
| PIMCO REALPATH BLEND 2045 CT AVD SE SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $2.4M | 25.7% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.5M | 15.7% | |
| PIMCO REALPATH BLEND 2050 CT AVD SE SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $1.5M | 15.5% | |
| PIMCO REALPATH BLEND 2060 CT AVD SE SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $961K | 10.2% | |
| PIMCO REALPATH BLEND 2035 CT AVD SE SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $672K | 7.1% | |
| PIMCO REALPATH BLEND 2040 CT ADV SE SEI TRUST · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $648K | 6.9% | |
| PIMCO REALPATH BLEND 2055 CT AVD SE SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $579K | 6.2% | |
| AM1 DOMESTIC EQUITY CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $298K | 3.2% | |
| PIMCO REALPATH BLEND 2025 CT AVD SE SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $149K | 1.6% | |
| PIMCO REALPATH BLEND INC CT AVD SEL SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $145K | 1.5% | |
| [Assets held in participant loans] | Other | — | — | $138K | 1.5% | |
| PIMCO REALPATH BLEND 2030 CT AVD SE SEI TRUST COMPANY · EIN 27-0834899 / PN 035 | Common Collective Trust | — | — | $116K | 1.2% | |
| AM1 INTERNAITIONAL EQUITY CLASS 1 ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $111K | 1.2% | |
| AB US LARGE CAP GROWTH CIT W SE C1 GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $46K | 0.5% | |
| AM1 PORTFOLIO DIVERSIFIERS CLASS 1 ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $33K | 0.3% | |
| AM1 CORE FIXED INCOME CLASS 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $31K | 0.3% | |
| AM1 INCOME CLASS 1 ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $8K | <0.1% |
