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Sponsor portfolio

ELLIS LAW GROUP, P.L.

EIN 26-3843852-law practice-Latest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
17
4755 TECHNOLOGY WAY, SUITE 205 - BOCA RATON, FL 33431561-910-7500ellis-law.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$1.3M - 12 part#003CashBalance-$876K - 5 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 17 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • LAW GROUP 401(K) (#002)59%
  • CASH BALANCE PLAN (#003)41%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LAW GROUP 401(K) (#002)12
  • CASH BALANCE PLAN (#003)5
Total 17Click 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#002

ELLIS LAW GROUP 401(K) PLAN

401k

Assets$1.3M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

ELLIS LAW GROUP, P.L. CASH BALANCE PLAN

CashBalance

Assets$876K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ELLIS LAW GROUP 401(K) PLAN401k$1.3M122025
003ELLIS LAW GROUP, P.L. CASH BALANCE PLANCashBalance$876K52025
Retirement plans
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