How big is Mountain Top Holdings LLC's plan?

Mountain Top Holdings LLC's plan reported $1.5M in assets and 8 participants for 2023.

Original filing (PDF)20240711124519NAL0018386049001

Mountain Top Holdings LLC

Name: Mountain Top Holdings LLC — Elevation Wealth, Form 5500 (2023)
Creator: Mountain Top Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevation Wealth Management 401(k) Plan

401(k) retirement plan · Mountain Top Holdings LLC's Elevation Wealth Management 401(k) Plan held $1.5M in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Darby Heidemann signed Mountain Top Holdings LLC's 2023 Form 5500 as plan administrator.

Darby Heidemann — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mountain Top Holdings LLC's EIN is 26-3792462.

EIN 26-3792462

Plan number 001

Plan year 2023

ACK ID 20240711124519NAL0018386049001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mountain Top Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Mountain Top Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOUNTAIN TOP HOLDINGS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score