Elliott Davis, Llc 401(k) Plan: Login, Facts & Contact Information

Elliott Davis, Llc 401(k) Plan Facts

Plan name
ELLIOTT DAVIS 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ELLIOTT DAVIS, LLC
Participants
1,127 (886 active employees)
Former employees with a balance
374
Plan assets
$145,460,556 at Jun 30, 2025
Average account balance
$131,519 across 1,106 accounts
Employer contributions
$2,788,711 in plan year 2024 (24% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Dec 27, 1984
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Mar 6, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $11.5 million went into the plan in contributions, $2.79 million of it from the employer (24%).
  • $19.4 million was paid out to participants.
  • Investment and other income added $18.0 million.
  • Administrative expenses were $27,827, about $25 per account.

How the Elliott Davis, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019952$85.5 million$2.05 million$7.80 million
20201,034$109.8 million$157,903$10.1 million
2021999$91.9 million$1.93 million$8.15 million
20221,034$111.3 million$2.53 million$7.08 million
20231,105$135.4 million$2.64 million$9.27 million
20241,127$145.5 million$2.79 million$19.4 million

Elliott Davis, Llc 401(k) Contact Information

Phone
864-242-3370
Mailing address
P.O. BOX 6286, GREENVILLE SC 296066286
Plan sponsor
ELLIOTT DAVIS, LLC
Employer identification number (EIN)
57-0381582
Plan number
001

Questions about the Elliott Davis, Llc 401(k)

Does Elliott Davis, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.79 million, 24% of all contributions.

Does the Elliott Davis, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Elliott Davis, Llc 401(k) plan?

1,127 participants at the start of plan year 2024, 886 of them active employees, and 374 former employees who still had money in the plan.

What is the average 401(k) balance at Elliott Davis, Llc?

About $131,519 per account: $145.5 million in plan assets across 1,106 accounts with a balance at the end of plan year 2024.

Who manages the Elliott Davis, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Elliott Davis, Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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