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Original filing (PDF)20250721172831NAL0000813507001
ELEVATE CARE, INC.
Form 5500
FILING_RECEIVED
ELEVATE CARE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 3
41% in single holding~197 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,725
Accounts w/ balance
344
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.0M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
80
/ 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
79
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Reliance Trust Reliance Trust Stable Value Fund" is 41% of plan.
- 197 bps in Schedule C fees — 278% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 20% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEVATE CARE, INC..
Plan sponsor
Name
ELEVATE CARE, INC.
EIN
36-3223168
Address
8150 CENTRAL PARK AVENUE · SKOKIE, IL · 60076
Phone
(184) 767-4545
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
OSTROW REISIN BERK & ABRAMS, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WEISS GROUP, INC. | — | NORTHBROOK, IL | NONE | $96K | — |
| LPL FINANCIAL | — | SAN DIEGO, CA | NONE | $38K | — |
| OSTROW REISIN BERK & ABRAMS, LTD. | — | CHICAGO, IL | NONE | $25K | — |
| MID ATLANTIC CAPITAL CORP | — | PITTSBURGH, PA | NONE | — | — |
Investments
27 direct securities· $8.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Reliance Trust Reliance Trust Stable Value Fund | — | — | — | $3.3M | 41.1% | |
| Mid Atlantic Trust Deposit Management Program I | — | — | — | $1.0M | 12.4% | |
| Vanguard 500 Index Fund | — | — | — | $812K | 10.0% | |
| American Funds American Funds American Balanced Fund | — | — | — | $626K | 7.7% | |
| JP Morgan JP Morgan Large Cap Growth Fund | — | — | — | $501K | 6.2% | |
| Notes receivable from participants Interest rates range from 4.25% to 9.50% | — | — | — | $333K | 4.1% | |
| Vanguard Small-Cap Growth Index Fund | — | — | — | $253K | 3.1% | |
| Vanguard Mid-Cap Index Fund | — | — | — | $217K | 2.7% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $191K | 2.4% | |
| William Blair Funds William Blair International Leaders Fund | — | — | — | $99K | 1.2% | |
| Dodge & Cox Dodge & Cox Income Fund | — | — | — | $95K | 1.2% | |
| American Funds American Funds Capital World Growth and Income Fund | — | — | — | $88K | 1.1% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $80K | 1.0% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $66K | 0.8% | |
| T. Rowe Price T. Rowe Price Value Fund I | — | — | — | $64K | 0.8% | |
| American Funds American Funds SMALLCAP World Fund | — | — | — | $56K | 0.7% | |
| American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $53K | 0.7% | |
| American Funds American Funds New World Fund | — | — | — | $47K | 0.6% | |
| Vanguard International Value Fund | — | — | — | $38K | 0.5% | |
| American Funds American Funds The Bond Fund of America | — | — | — | $33K | 0.4% | |
| Mid Atlantic Trust Mid Atlantic Master Cash Account | — | — | — | $19K | 0.2% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $16K | 0.2% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $15K | 0.2% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $15K | 0.2% | |
| American Funds American Funds 2025 Target Date Retirement Fund | — | — | — | $12K | 0.2% | |
| American Funds American Funds 2010 Target Date Retirement Fund ** 363 American Funds American Funds 2015 Target Date Retirement Fund ** 363 American Funds American Funds 2020 Target Date Retirement Fund | — | — | — | $10K | 0.1% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $7K | <0.1% |