What public Form 5500 filings show about the Elevate Management Firm, Inc. 401(k) plan — and how to find and check your own account.
Elevate Management Firm, Inc. (EIN 88-2667486) reports ELEVATE MANAGEMENT, LLC 401(K) PLAN on its most recent Form 5500, with $594K in plan assets across 35 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 Management Firm, Inc. filing — schedules, fees, and providers.
Elevate Management Firm, Inc.’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 Management Firm, Inc.HR for the recordkeeper’s name and login.
