Original filing (PDF)20250228094859NAL0000417059001

T.B. ALLEN & ASSOCIATES, INC. DBA ELEVATE

Name: T.B. ALLEN & ASSOCIATES, INC. DBA ELEVATE — T.B. ALLEN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: T.B. ALLEN & ASSOCIATES, INC. DBA ELEVATE

Form 5500-SF

FILING_RECEIVED

T.B. ALLEN & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for T.B. ALLEN & ASSOCIATES, INC. DBA ELEVATE.

Plan sponsor

Name

T.B. ALLEN & ASSOCIATES, INC. DBA ELEVATE

EIN

41-0795832

Address

600 HIGHWAY 169 S., SUITE 1130 · MINNEAPOLIS, MN · 55426

Phone

(763) 557-2969

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

ACILON CONSULTING LLC

ACILON CONSULTING LLC 401(K) PLAN

$3.4M · 17 participants

GERIMED, INC.

GERIMED, INC. 401(K) PLAN

$3.4M · 34 participants

XACTIV INC

XACTIV INC 401(K) PROFIT SHARING PLAN & TRUST

$3.4M · 37 participants

MANPOWER TEMPORARY SERVICES

MANPOWER TEMPORARY SERVICES 401(K) PLAN

$3.4M · 2,030 participants

VENTURE MANAGEMENT AND CONSULTING, INC.

MISSION RESTORATION, INC. CASH BALANCE PENSION PLAN

$3.3M