How big is Elevation Capital Partners LLC's plan?

Elevation Capital Partners LLC's plan reported $125K in assets and 1 participants for 2024.

Original filing (PDF)20250717155330NAL0000309235001

Elevation Capital Partners LLC

Name: Elevation Capital Partners LLC — Elevation Capital, Form 5500 (2024)
Creator: Elevation Capital Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevation Capital 401(k) Plan

401(k) retirement plan · Elevation Capital Partners LLC's Elevation Capital 401(k) Plan held $125K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

People on this filing

Marcus Bowie signed Elevation Capital Partners LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Elevation Capital Partners LLC's EIN is 27-4245672.

EIN 27-4245672

Plan number 001

Plan year 2024

ACK ID 20250717155330NAL0000309235001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elevation Capital Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elevation Capital Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 (98th percentile).

Plan sponsor

Name

ELEVATION CAPITAL PARTNERS LLC

EIN

all filings

Address

341 S MAIN ST · 5TH FLOOR · SALT LAKE CITY, UT · 84111

Phone

(424) 203-9128

Industry

Finance & Insurance

Plan administrator