What public Form 5500 filings show about the Elevate Wealth Advisory, Inc. 401(k) plan — and how to find and check your own account.
Elevate Wealth Advisory, Inc. (EIN 58-1486043) reports ELEVATE WEALTH ADVISORY, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $835K in plan assets across 6 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 Wealth Advisory, Inc. filing — schedules, fees, and providers.
Elevate Wealth Advisory, 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 Wealth Advisory, Inc.HR for the recordkeeper’s name and login.
