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Original filing (PDF)20250916135727NAL0001210963001
ELEVATE TEXTILES, INC.
Form 5500
FILING_RECEIVED
ELEVATE TEXTILES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,100
Accounts w/ balance
2,849
Plan assets (EOY)
$231.8M
Net assets (EOY)
$231.8M
How this plan invests
This plan
18 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 ST. · SUITE 1700 · CHARLOTTE, NC · 28202
Phone
(336) 379-2939
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
018
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH LEONARD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $196K | — |
| EDELMAN FINANCIAL ENGINES | — | SUNNYVALE, CA | NONE | $48K | — |
Investments
14 direct securities · 18 pooled funds· $231.7M(100% 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.
Common Collective Trust
$156.1M
18 holdings
Uncategorized
$75.6M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT BLEND 2030 T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $27.2M | 11.7% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $25.2M | 10.9% | |
| Fidelity 500 Index Fund | — | — | — | $24.8M | 10.7% | |
| T. ROWE PRICE RETIREMENT BLEND 2025 T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $18.9M | 8.1% | |
| T. ROWE PRICE RETIREMENT BLEND 2035 T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $18.7M | 8.1% | |
| T. ROWE PRICE RETIREMENT BLEND 2020 T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $16.8M | 7.3% | |
| FLEXPATH LARGE CAP GROWTH FUND II GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $15.0M | 6.5% | |
| Vanguard Prime Cap Fund | — | — | — | $13.3M | 5.7% | |
| T. Rowe Price Value Fund | — | — | — | $7.6M | 3.3% | |
| T. ROWE PRICE RETIREMENT BLEND 2040 T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $7.4M | 3.2% | |
| Vanguard Wellington Fund | — | — | — | $7.1M | 3.1% | |
| Fidelity US Bond Index Fund | — | — | — | $6.1M | 2.6% | |
| Vanguard Strategic Equity Fund | — | — | — | $5.7M | 2.5% | |
| T. ROWE PRICE RETIREMENT BLEND 2045 T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $5.7M | 2.4% | |
| BLACKROCK MSCI ACWI EX US IN R BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 83-2812791 / PN 001 | Common Collective Trust | — | — | $5.0M | 2.2% | |
| T. ROWE PRICE RETIREMENT BLEND 2015 T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.7% | |
| T. ROWE PRICE RETIREMENT BLEND 2055 T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.2% | |
| T. ROWE PRICE RETIREMENT BLEND 2050 T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $2.7M | 1.2% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.50% | — | — | — | $2.6M | 1.1% | |
| T. ROWE PRICE RETIREMENT BLEND 2060 T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.9% | |
| Allspring Special Small Cap Value Fund | — | — | — | $1.9M | 0.8% | |
| Baird Core Plus Bond Fund | — | — | — | $1.7M | 0.7% | |
| GREAT GRAY EUROPAC GRWTH TR R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.7% | |
| T. ROWE PRICE RETIREMENT BLEND 2010 T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.7% | |
| Fidelity Extended Market Index Fund | — | — | — | $1.4M | 0.6% | |
| American Funds Europacific Growth Fund | — | — | — | $1.3M | 0.6% | |
| Vanguard Dividend Growth Income Fund | — | — | — | $1.3M | 0.6% | |
| T. ROWE PRICE RETIREMENT BLEND 2065 T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.5% | |
| Janus Venture Fund | — | — | — | $733K | 0.3% | |
| T. ROWE PRICE RETIREMENT BLEND 2005 T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $93K | <0.1% | |
| PRINCIPAL DIVERS REAL ASSET PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $17K | <0.1% | |
| T. Rowe Price U.S. Treasury Money Fund | — | — | — | $9K | <0.1% |