How big is Escalate Affluently, Inc.'s plan?

Escalate Affluently, Inc.'s plan reported $64K in assets and 13 participants for 2024.

Original filing (PDF)20251006175357NAL0009987234001

Escalate Affluently, Inc.

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

Form 5500-SF

FILING_RECEIVED

Escalate Affluently, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Escalate Affluently, Inc.'s Escalate Affluently, Inc. 401(k) Profit Sharing Plan held $64K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$64K

Net assets (EOY)

$64K

Plan identifiers

Escalate Affluently, Inc.'s EIN is 41-1994644.

EIN 41-1994644

Plan number 001

Plan year 2024

ACK ID 20251006175357NAL0009987234001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Escalate Affluently, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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