ELEVATE PFS HOLDINGS INC 401(k) Plan
What public Form 5500 filings show about the ELEVATE PFS HOLDINGS INC 401(k) plan — and how to find and check your own account.
The ELEVATE PFS HOLDINGS INC 401(k) on its latest Form 5500
ELEVATE PFS HOLDINGS INC (EIN 84-3461991) reports ELEVATE PFS HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $56.3M in plan assets across 2,454 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 PFS HOLDINGS INC filing — schedules, fees, and providers.
Who runs the ELEVATE PFS HOLDINGS INC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Paychex, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ELEVATE PFS HOLDINGS INC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ERISA FIDUCIARY SERVICES, SAGEVIEW ADVISORY GROUP.
How to check your ELEVATE PFS HOLDINGS INC 401(k)
- Log in to Paychex’s participant portal (the site on your statements).
- Ask ELEVATE PFS HOLDINGS INC 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).