How big is Elevate Group LLC's plan?

Elevate Group LLC's plan reported $3.3M in assets and 55 participants for 2025.

Original filing (PDF)20260513131611NAL0007620881001

Elevate Group LLC

Name: Elevate Group LLC — Elevate Group LLC 401(k) Profit, Form 5500 (2025)
Creator: Elevate Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevate Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Elevate Group LLC's Elevate Group LLC 401(k) Profit Sharing Plan & Trust held $3.3M in plan assets for 55 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

Plan identifiers

Elevate Group LLC's EIN is 26-4319131.

EIN 26-4319131

Plan number 001

Plan year 2025

ACK ID 20260513131611NAL0007620881001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Elevate Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off