How big is Elevate 215's plan?

Elevate 215's plan reported $1.0M in assets and 10 participants for 2024.

Original filing (PDF)20250512105759NAL0012617907001

Elevate 215

Name: Elevate 215 — Elevate 215 403(b) Plan, Form 5500 (2024)
Creator: Elevate 215
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevate 215 403(b) Plan

403(b) retirement plan · Elevate 215's Elevate 215 403(b) Plan held $1.0M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Elevate 215's EIN is 27-3097212.

EIN 27-3097212

Plan number 001

Plan year 2024

ACK ID 20250512105759NAL0012617907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elevate 215 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elevate 215's plan includes profit-sharing, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELEVATE 215.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

ELEVATE 215

EIN

all filings

Address

123 SOUTH BROAD ST., SUITE 1170 · PHILADELPHIA, PA · 19109

Phone

(484) 785-8111

Industry

Educational Services

Plan administrator