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ELLIS INVESTMENT PARTNERS LLC

EIN 26-3966853-financial services-Latest filing 2025
Plans
1
Retirement
1
$187K assets
Welfare
0
Participants
11
920 CASSATT RD. SUITE 115, 200 BERWYN PARK - BERWYN, PA 19312484-320-6300ellisinvestmentpartners.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$187K - 11 part

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Retirement#001

ELLIS INVESTMENT PARTNERS, LLC 401K PLAN

401k

Assets$187K
Participants11
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELLIS INVESTMENT PARTNERS, LLC 401K PLAN401k$187K112025
Retirement plans
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