How big is The Elevation Group, Inc.'s plan?

The Elevation Group, Inc.'s plan reported $13K in assets and 14 participants for 2024.

Original filing (PDF)20250218162325NAL0002686451001

The Elevation Group, Inc.

Name: The Elevation Group, Inc. — The Elevation Group, Form 5500 (2024)
Creator: The Elevation Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Elevation Group, Inc. 401(k) Plan

401(k) retirement plan · The Elevation Group, Inc.'s The Elevation Group, Inc. 401(k) Plan held $13K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

Plan identifiers

The Elevation Group, Inc.'s EIN is 37-2004790.

EIN 37-2004790

Plan number 001

Plan year 2024

ACK ID 20250218162325NAL0002686451001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Elevation Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Elevation Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ELEVATION GROUP, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score