Elevate Counseling Wellness, PLLC 401(k) Plan
What public Form 5500 filings show about the Elevate Counseling Wellness, PLLC 401(k) plan — and how to find and check your own account.
The Elevate Counseling Wellness, PLLC 401(k) on its latest Form 5500
Elevate Counseling Wellness, PLLC (EIN 83-4585294) reports ELEVATE COUNSELING WELLNESS 401(K) PLAN on its most recent Form 5500, with $522K in plan assets across 27 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Elevate Counseling Wellness, PLLC filing — schedules, fees, and providers.
Who runs the Elevate Counseling Wellness, PLLC 401(k)?
Elevate Counseling Wellness, PLLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Elevate Counseling Wellness, PLLCHR for the recordkeeper’s name and login.
How to check your Elevate Counseling Wellness, PLLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Elevate Counseling Wellness, PLLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).