AUMdb

Ellison Environmental 401(k) Profit Sharing Plan

Sponsored by Ellison Environmental, Inc. · EIN 262216075 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
113
With balances
141

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Fisher Asset Management, Llc CRD 107342 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fisher Asset Management, Llc Investment advisory (plan) $35,910
Ascensus Llc Recordkeeping $16,894
Pacific Benefit Services, Inc Plan administrator $13,475