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Original filing (PDF)20251014133753NAL0004101664001
ELEVATE ENERGY
Form 5500
FILING_RECEIVED
ELEVATE ENERGY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
260
Accounts w/ balance
221
Plan assets (EOY)
$14.4M
Net assets (EOY)
$14.4M
How this plan invests
This plan
38 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 (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEVATE ENERGY.
Plan sponsor
Name
ELEVATE ENERGY
EIN
36-4443093
Address
322 SOUTH GREEN STREET · SUITE 300 · CHICAGO, IL · 60607
Phone
(773) 922-3015
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EIFEL RAMBO ADVISORY GROUP, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $8K | — |
Investments
38 direct securities· $14.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.6M | 11.0% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.6M | 10.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.3M | 9.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.3M | 9.2% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.3M | 8.8% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.2M | 8.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $924K | 6.4% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $599K | 4.2% | |
| Vanguard FTSE Social Index Adm Vanguard 0 | — | — | — | $556K | 3.9% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $475K | 3.3% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $443K | 3.1% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $359K | 2.5% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $308K | 2.1% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $259K | 1.8% | |
| Vanguard Mid-Cap Value Index Inv Vanguard 0 | — | — | — | $229K | 1.6% | |
| Vanguard Mid-Cap Growth Inv Vanguard 0 | — | — | — | $200K | 1.4% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $153K | 1.1% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $152K | 1.1% | |
| Vanguard Extended Market Index Adm Vanguard 0 | — | — | — | $139K | 1.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $138K | 1.0% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $118K | 0.8% | |
| Vanguard S-T Infl-Prot Sec Idx Adm Vanguard 0 | — | — | — | $112K | 0.8% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $112K | 0.8% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $107K | 0.7% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $105K | 0.7% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $102K | 0.7% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $98K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $76K | 0.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $60K | 0.4% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $56K | 0.4% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $51K | 0.4% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $45K | 0.3% | |
| Vanguard High Yield Corp Inv Vanguard 0 | — | — | — | $38K | 0.3% | |
| Vanguard International Growth Inv Vanguard 0 | — | — | — | $37K | 0.3% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $35K | 0.2% | |
| Vanguard International Growth Adm Vanguard 0 | — | — | — | $31K | 0.2% | |
| Eaton Vance High Income Opportunities I Eaton Vance 0 | — | — | — | $29K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $7K | <0.1% |
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