How big is Ellis Partners LLC's plan?

Ellis Partners LLC's plan reported $9.8M in assets and 23 participants for 2024.

Original filing (PDF)20250606165948NAL0012536609001

Ellis Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Ellis Partners LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Ellis Partners LLC's Ellis Partners LLC 401(k) Profit Sharing Plan held $9.8M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

People on this filing

Peter Magaddino signed Ellis Partners LLC's 2024 Form 5500 as plan administrator.

Peter Magaddino — 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

Ellis Partners LLC's EIN is 94-3348273.

EIN 94-3348273

Plan number 001

Plan year 2024

ACK ID 20250606165948NAL0012536609001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELLIS PARTNERS 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