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Original filing (PDF)20251013151005NAL0002265424001
ELEVATED RESOURCES INC
Form 5500
FILING_RECEIVED
ELEVATED RESOURCES INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
42
Accounts w/ balance
276
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEVATED RESOURCES INC.
Plan sponsor
Name
ELEVATED RESOURCES INC
EIN
26-0665451
Address
3990 WESTERLY PL STE 270 · NEWPORT BEACH, CA · 926602348
Phone
(714) 814-8583
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MM & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $8K | — |
Investments
23 direct securities· $1.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price | — | — | — | $283K | 18.5% | |
| T. Rowe Price | — | — | — | $247K | 16.2% | |
| American Funds | — | — | — | $188K | 12.3% | |
| T. Rowe Price | — | — | — | $142K | 9.3% | |
| T. Rowe Price | — | — | — | $93K | 6.1% | |
| T. Rowe Price | — | — | — | $81K | 5.3% | |
| Nationwide | — | — | — | $66K | 4.3% | |
| T. Rowe Price | — | — | — | $64K | 4.2% | |
| Macquarie | — | — | — | $62K | 4.0% | |
| T. Rowe Price | — | — | — | $54K | 3.6% | |
| Goldman Sachs | — | — | — | $50K | 3.2% | |
| MFS | — | — | — | $40K | 2.6% | |
| T. Rowe Price | — | — | — | $31K | 2.0% | |
| Alger Capital | — | — | — | $29K | 1.9% | |
| Various Participants | — | — | — | $28K | 1.8% | |
| T. Rowe Price | — | — | — | $22K | 1.4% | |
| JPMorgan | — | — | — | $21K | 1.4% | |
| Pioneer | — | — | — | $9K | 0.6% | |
| T. Rowe Price | — | — | — | $7K | 0.4% | |
| T. Rowe Price | — | — | — | $5K | 0.3% | |
| T. Rowe Price | — | — | — | $2K | 0.1% | |
| Lord Abbett | — | — | — | $181 | <0.1% | |
| Invesco | — | — | — | $28 | <0.1% |
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