What public Form 5500 filings show about the Elevation Services Holdings II, LLC 401(k) plan — and how to find and check your own account.
Elevation Services Holdings II, LLC (EIN 85-1154051) reports AEG MERIT HOLDING COMPANY 401(K) PLAN on its most recent Form 5500, with $52.0M in plan assets across 619 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 Services Holdings II, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Elevation Services Holdings II, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ADVISORS, RETIREMENT MANAGEMENT SERVICES, MORNINGSTAR INVESTMENT MANAGEMENT L, KESTRA ADVISORY SERVICES.
