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ELLIS FINANCIAL GROUP, INC.

EIN 82-5244379-financial services-Latest filing 2025
Plans
1
Retirement
1
$530K assets
Welfare
0
Participants
3
11440 W. BERNARDO COURT, #300 - SAN DIEGO, CA 92127619-890-7638ellisfinancialgroupinc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$530K - 3 part

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Retirement#001

ELLIS FINANCIAL GROUP, INC. 401(K) PLAN

401k

Assets$530K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELLIS FINANCIAL GROUP, INC. 401(K) PLAN401k$530K32025
Retirement plans
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