Bradford Pleimann signed Elevate Property Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Elevate Property Management, LLC's EIN is 27-3695592.
Download the official 2024 Form 5500 (PDF) for Elevate Property Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Elevate Property Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $25K | — |
| TAX SHELTERED COMPENSATION, INC | 41-0955056 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TA VANGUARD TOTAL STOCK MARKET INDE TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $550K | 27.4% | |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 123 | Pooled Separate Account | — | — | $430K | 21.4% | |
| Transamerica Stable Value Core Account | Stable Value | — | — | $197K | 9.8% | |
| STATE STREET S&P MID CAP INDEX RET TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $123K | 6.1% | |
| STATE STREET RUSSELL SMALL CAP INDE TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 437 | Pooled Separate Account | — | — | $82K | 4.1% | |
| AMERICAN FUNDS BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 971 | Pooled Separate Account | — | — | $81K | 4.0% | |
| AMERICAN CENTURY EMERGING MARKETS R TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 934 | Pooled Separate Account | — | — | $73K | 3.6% | |
| PGIM TOTAL RETURN BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 016 | Pooled Separate Account | — | — | $73K | 3.6% | |
| Notes Receivable from Participants | Other securities | — | — | $71K | 3.6% | |
| MFS MID CAP VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 043 | Pooled Separate Account | — | — | $64K | 3.2% | |
| BLACKROCK MID-CAP GROWTH EQUITY RET TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 098 | Pooled Separate Account | — | — | $61K | 3.0% | |
| TA VANGUARD REAL ESTATE INDEX RET A TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $53K | 2.7% | |
| AMERICAN FUNDS AMERICAN MUTUAL RET TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 751 | Pooled Separate Account | — | — | $53K | 2.6% | |
| TRANSAMERICA LIFEGOAL 2050 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 840 | Pooled Separate Account | — | — | $26K | 1.3% | |
| MFS MASSACHUSETTS INVESTORS GROWTH TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 039 | Pooled Separate Account | — | — | $17K | 0.8% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $15K | 0.7% | |
| BLACKROCK HIGH YIELD PORTFOLIO RET TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 219 | Pooled Separate Account | — | — | $13K | 0.7% | |
| Self Directed Accounts | Self-Directed Brokerage | — | — | $12K | 0.6% | |
| ALGER SMALL CAP FOCUS RET ACCT TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 092 | Pooled Separate Account | — | — | $11K | 0.5% | |
| TRANSAMERICA LIFEGOAL 2025 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 835 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2055 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 841 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2060 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 842 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2045 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 839 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2040 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 838 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2035 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 837 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2030 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 836 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL RETIREMENT WI TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 833 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LIFEGOAL 2065 WITH BLA TRANSAMERICA FINANCIAL LIFE INSURAN · EIN 36-6071399 / PN 403 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| SECURITES BROKERAGE |
| $14 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MESIROW FINANCIAL, INC | 36-3194849 | — | INVESTMENT AD VISORY - PL | $371 | — |
