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Sponsor portfolio

ELLIPSE SOLUTIONS LLC

EIN 30-0417743-computer software-Latest filing 2025
Plans
2
Retirement
2
$10.5M assets
Welfare
0
Participants
68
7917 WASHINGTON WOODS DRIVE - DAYTON, OH 45459937-272-9393ellipsesolutions.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#002CashBalance-$6.1M - 33 part#001401k-$4.4M - 35 part

Retirement portfolio analytics

2 plans aggregated / $10.5M assets / 68 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • PLAN & TRUST (#002)58%
  • PLAN & TRUST (#001)42%
Total $10.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)35
  • PLAN & TRUST (#002)33
Total 68Click 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

ELLIPSE SOLUTIONS LLC CASH BALANCE PLAN & TRUST

CashBalance

Assets$6.1M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

ELLIPSE SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.4M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ELLIPSE SOLUTIONS LLC CASH BALANCE PLAN & TRUSTCashBalance$6.1M332025
001ELLIPSE SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$4.4M352024
Retirement plans
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