Plan Ledger DOL Form 5500 · updated monthly

Ellison Institute, LLC401(k)

ELLISON INSTITUTE 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Ellison Institute, LLC reported $25,801 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $6,076 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,632nd of 9,483), and 8,183rd of 11,654 in professional & technical services. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,409,040
Participants with balances149
Active participants136
Employer contributions$826,316
Employee contributions$1,412,850
Employer contribution per active participant$6,076
Average account balance$63,148
Benefits paid to participants$374,915
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON & JANKS LLP
Administrative expenses, itemized · 2024
Investment management$25,801
Total administrative$25,801
The Ellison Institute, LLC 401(k) match · 2024
Employer contribution per active participant$6,076
Median for plans this size$1,313

Ellison Institute, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$24,167
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$1,634

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$25,801 · 0.32%
Same employer
Similar plansProfessional & Technical Services · California
Pinger, Inc. CA$9.5M · 0.00%
Bellaken Health Group Inc CA$9.5M · 0.31%
Lever, Inc. CA$9.4M · 0.11%
Hungry Heart Media, Inc. CA$9.3M · 0.13%
Atomwise Inc. CA$9.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843994143 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.