What public Form 5500 filings show about the Elevation Capital Advisory LLC 401(k) plan — and how to find and check your own account.
Elevation Capital Advisory LLC (EIN 46-5734381) reports ELEVATION CAPITAL ADVISORY LLC 401K PLAN on its most recent Form 5500, with $391K in plan assets across 12 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 Elevation Capital Advisory LLC filing — schedules, fees, and providers.
Elevation Capital Advisory LLC’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 Elevation Capital Advisory LLCHR for the recordkeeper’s name and login.
