PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MICHELE LEE ELLIS CONSULTING LLC
Sponsor portfolio

MICHELE LEE ELLIS CONSULTING LLC

EIN 81-2187924-professional training & coaching-Latest filing 2025
Plans
2
Retirement
2
$334K assets
Welfare
0
Participants
6
5428 SPELMAN DR SW - ATLANTA, GA 30331404-444-5836micheleleeellis.comLinkedIn1-10 employeesprofessional training & coaching
Plans on this EIN
2 filings
#001401k-$191K - 3 part#002CashBalance-$143K - 3 part

Retirement portfolio analytics

2 plans aggregated / $334K assets / 6 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • LLC 401K PSP (#001)57%
  • CASH BALANCE PLAN (#002)43%
Total $334KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LLC 401K PSP (#001)3
  • CASH BALANCE PLAN (#002)3
Total 6Click 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

MICHELE LEE ELLIS CONSULTING LLC 401K PSP

401k

Assets$191K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MICHELE LEE ELLIS CONSULTING, LLC CASH BALANCE PLAN

CashBalance

Assets$143K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MICHELE LEE ELLIS CONSULTING LLC 401K PSP401k$191K32025
002MICHELE LEE ELLIS CONSULTING, LLC CASH BALANCE PLANCashBalance$143K32024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica