Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

ELEVATE PRIVATE WEALTH MANAGEMENT, LTD 401(k) Plan

What public Form 5500 filings show about the ELEVATE PRIVATE WEALTH MANAGEMENT, LTD 401(k) plan — and how to find and check your own account.

Plan assets
$460K
Participants
7
Plans on file
1

The ELEVATE PRIVATE WEALTH MANAGEMENT, LTD 401(k) on its latest Form 5500

ELEVATE PRIVATE WEALTH MANAGEMENT, LTD (EIN 84-3245913) reports ELEVATE 401(K) PLAN on its most recent Form 5500, with $460K in plan assets across 7 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 PRIVATE WEALTH MANAGEMENT, LTD filing — schedules, fees, and providers.

Who runs the ELEVATE PRIVATE WEALTH MANAGEMENT, LTD 401(k)?

ELEVATE PRIVATE WEALTH MANAGEMENT, LTD’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 PRIVATE WEALTH MANAGEMENT, LTDHR for the recordkeeper’s name and login.

How to check your ELEVATE PRIVATE WEALTH MANAGEMENT, LTD 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ELEVATE PRIVATE WEALTH MANAGEMENT, LTD 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).
More on this employer: ELEVATE PRIVATE WEALTH MANAGEMENT, LTD — all Form 5500 filings (EIN 84-3245913) · Illinois employer EIN lookup · Form 5500 search
ELEVATE PRIVATE WEALTH MANAGEMENT, LTD 401(k) Plan — Form 5500