How big is Ellis, Bristol, Harmon & Marsh's plan?

Ellis, Bristol, Harmon & Marsh's plan reported $3.6M in assets and 7 participants for 2024.

Original filing (PDF)20260211082541NAL0003683153001

Ellis, Bristol, Harmon & Marsh

Name: Ellis, Bristol, Harmon & Marsh — Ellis, Bristol, Form 5500 (2024)
Creator: Ellis, Bristol, Harmon & Marsh
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ellis, Bristol, Harmon & Marsh 401(k) Profit Sharing Plan

401(k) retirement plan · Ellis, Bristol, Harmon & Marsh's Ellis, Bristol, Harmon & Marsh 401(k) Profit Sharing Plan held $3.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

Ellis, Bristol, Harmon & Marsh's EIN is 95-2114482.

EIN 95-2114482

Plan number 001

Plan year 2024

ACK ID 20260211082541NAL0003683153001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ellis, Bristol, Harmon & Marsh from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ellis, Bristol, Harmon & Marsh'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 ELLIS, BRISTOL, HARMON & MARSH.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ELLIS, BRISTOL, HARMON & MARSH

EIN

all filings

Address

14310 VENTURA BLVD., 2ND FLOOR · SHERMAN OAKS, CA · 914232738

Phone

(818) 986-6850

Industry

CPA Offices· Professional & Technical Services

Plan administrator