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Original filing (PDF)20250624101522NAL0007144433001
ELEVATE TEXTILES, INC.
Form 5500
FILING_RECEIVED
RETIREMENT SYSTEM OF BURLINGTON INDUSTRIES LLC AND AFFILIATED COMPANIES
Defined-benefit pension plan
Signals · 2
~241 bps in Sched C feesNo recordkeeper disclosed
Active participants
100
Accounts w/ balance
—
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 241 bps in Schedule C fees — 363% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEVATE TEXTILES, INC..
Plan sponsor
Name
ELEVATE TEXTILES, INC.
EIN
33-0596831
Address
121 W. TRADE STREET · SUITE 1700 · CHARLOTTE, NC · 28202
Phone
(336) 379-2683
Industry
Manufacturingsee all
Plan administrator
Name
ELEVATE TEXTILES, INC.
EIN
33-0596831
City
CHARLOTTE, NC
Phone
(336) 379-2683
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-06-24
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
SMITH LEONARD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT MANAGER | $9K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUIST | 56-1074313 | — | TRUSTEE | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH LEONARD PLLC | 20-5907591 | — | AUDITOR | $10K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | ACTUARY | $55K | — |
Investments
1 pooled fund· $102K(3% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY · EIN 38-7289844 / PN 001 | Common Collective Trust | $102K | 3.1% |
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