How big is Ellison Sadri LLC's plan?

Ellison Sadri LLC's plan reported $340K in assets and 4 participants for 2024.

Original filing (PDF)20250718121018NAL0001689985001

Ellison Sadri LLC

Name: Ellison Sadri LLC — Ellison Sadri LLC 401(k) Profit, Form 5500 (2024)
Creator: Ellison Sadri LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ellison Sadri LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Ellison Sadri LLC's Ellison Sadri LLC 401(k) Profit Sharing Plan & Trust held $340K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

People on this filing

James L. Ellison, II, ESQ. signed Ellison Sadri LLC's 2024 Form 5500 as plan administrator.

James L. Ellison, II, ESQ. — 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

Ellison Sadri LLC's EIN is 87-3453602.

EIN 87-3453602

Plan number 001

Plan year 2024

ACK ID 20250718121018NAL0001689985001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ellison Sadri LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ellison Sadri LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELLISON SADRI LLC.

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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