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Sponsor portfolio

ELLIS LAW FIRM, PLLC

EIN 27-1555287-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
16
PO BOX 603 - DURHAM, NC 27702919-688-9400
Plans on this EIN
2 filings
#002CashBalance-$1.8M - 4 part#001401k-$1.5M - 12 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 16 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • CASH BALANCE PLAN (#002)54%
  • PLLC 401K PLAN (#001)46%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLLC 401K PLAN (#001)12
  • CASH BALANCE PLAN (#002)4
Total 16Click 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 FIRM, PLLC CASH BALANCE PLAN

CashBalance

Assets$1.8M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ELLIS LAW FIRM, PLLC 401K PLAN

401k

Assets$1.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ELLIS LAW FIRM, PLLC CASH BALANCE PLANCashBalance$1.8M42025
001ELLIS LAW FIRM, PLLC 401K PLAN401k$1.5M122025
Retirement plans
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