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Original filing (PDF)20250805171449NAL0002434032001
ELEVATE OUTDOOR COLLECTIVE, LLC
Form 5500
FILING_RECEIVED
ELEVATE OUTDOOR COLLECTIVE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
218
Accounts w/ balance
317
Plan assets (EOY)
$21.1M
Net assets (EOY)
$21.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 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.
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEVATE OUTDOOR COLLECTIVE, LLC.
Plan sponsor
Name
ELEVATE OUTDOOR COLLECTIVE, LLC
EIN
35-1175329
Address
3305 160TH AVE SE · BELLEVUE, WA · 98008
Phone
(206) 805-4800
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-05
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $27K | — |
Investments
27 direct securities · 1 pooled fund· $21.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$21.1M
27 holdings
Common Collective Trust
$71K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX ADMIRAL Registered Investment Company | — | — | — | $3.9M | 18.6% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company | — | — | — | $2.1M | 10.0% | |
| AMERICAN FUNDS TRGTDT 2035 R6 Registered Investment Company | — | — | — | $1.5M | 6.9% | |
| AMERICAN FUNDS TRGTDT 2055 R6 Registered Investment Company | — | — | — | $1.4M | 6.8% | |
| AMERICAN FUNDS TRGTDT 2030 R6 Registered Investment Company | — | — | — | $1.3M | 5.9% | |
| VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company | — | — | — | $1.2M | 5.8% | |
| AMERICAN FUNDS TRGTDT 2050 R6 Registered Investment Company | — | — | — | $1.2M | 5.8% | |
| AMERICAN FUNDS TRGTDT 2025 R6 Registered Investment Company | — | — | — | $1.2M | 5.6% | |
| AMERICAN FUNDS TRGTDT 2045 R6 Registered Investment Company | — | — | — | $1.1M | 5.2% | |
| VANGUARD MID CAP INDEX ADMIRAL Registered Investment Company | — | — | — | $1.1M | 5.0% | |
| Schwab Retirement Government Money Fund Money Market Fund | — | — | — | $794K | 3.8% | |
| AMERICAN FUNDS TRGTDT 2040 R6 Registered Investment Company | — | — | — | $711K | 3.4% | |
| MFS VALUE R6 Registered Investment Company | — | — | — | $681K | 3.2% | |
| AMERICAN FUNDS TRGTDT 2060 R6 Registered Investment Company | — | — | — | $643K | 3.0% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | — | — | — | $523K | 2.5% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | — | — | — | $520K | 2.5% | |
| BAIRD CORE PLUS BOND INST Registered Investment Company | — | — | — | $498K | 2.4% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | — | — | — | $274K | 1.3% | |
| AMERICAN FUNDS TRGTDT 2020 R6 Registered Investment Company | — | — | — | $231K | 1.1% | |
| COHEN & STEERS COLLEC INVEST TRUST SEI TRUST COMPANY · EIN 46-3411345 / PN 064 | Common Collective Trust | — | — | $71K | 0.3% | |
| CONESTOGA SMCAP INSTITUTIONAL Registered Investment Company | — | — | — | $57K | 0.3% | |
| AMERICAN FUNDS TRGTDT 2065 R6 Registered Investment Company | — | — | — | $56K | 0.3% | |
| maturing through November 2027 - | — | — | — | $47K | 0.2% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $47K | 0.2% | |
| FIDELITY INFLATION-PROT BD IND Registered Investment Company | — | — | — | $26K | 0.1% | |
| AMERICAN FUNDS TRGTDT 2010 R6 Registered Investment Company | — | — | — | $18K | <0.1% | |
| HOTCHKIS & WILEY SMCAP DIVERS Registered Investment Company | — | — | — | $7K | <0.1% | |
| COLUMBIA OVERSEAS VALUE INST3 Registered Investment Company | — | — | — | $3K | <0.1% |
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