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Sponsor portfolio

ELLIPSE, LLC

EIN 03-0509408-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
8
P.O. BOX 324 - HOUSTON, TX 770010324713-906-0461ellipsellc.netLinkedIn1-10 employees
Plans on this EIN
2 filings
#001TraditionalDB-$4.6M - 4 part#002401k-$2.0M - 4 part

Retirement portfolio analytics

2 plans aggregated / $6.7M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • DEFINED BENEFIT PLAN (#001)69%
  • ELLIPSE, LLC 401(K) (#002)31%
Total $6.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)4
  • ELLIPSE, LLC 401(K) (#002)4
Total 8Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ELLIPSE, LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$4.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

ELLIPSE, LLC 401(K)

401k

Assets$2.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ELLIPSE, LLC DEFINED BENEFIT PLANTraditionalDB$4.6M42025
002ELLIPSE, LLC 401(K)401k$2.0M42025
Retirement plans
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