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Original filing (PDF)20250724143118NAL0002597427001
ELEVATE SERVICES, INC.
Form 5500
FILING_RECEIVED
ELEVATE SERVICES 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
382
Accounts w/ balance
170
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
86
Total plan cost
80
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "Fidelity 500 Index Mutual Fund" is 28% of plan.
- 66 bps in Schedule C fees — modestly above peer band of 52 bps.
- Only 45% 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 SERVICES, INC..
Plan sponsor
Name
ELEVATE SERVICES, INC.
EIN
45-4407236
Address
10250 CONSTELLATION BLVD SUITE 2815 · LOS ANGELES, CA · 90067
Phone
(646) 881-5813
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
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $31K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
Investments
25 direct securities· $8.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund | — | — | — | $2.5M | 27.9% | |
| Fidelity Freedom Index 2045 Investor Mutual Fund | — | — | — | $1.2M | 13.7% | |
| Fidelity Freedom Index 2040 Investor Mutual Fund | — | — | — | $843K | 9.5% | |
| Fidelity Freedom Index 2050 Investor Mutual Fund | — | — | — | $747K | 8.4% | |
| Fidelity Freedom Index 2030 Investor Mutual Fund | — | — | — | $515K | 5.8% | |
| Fidelity Freedom Index 2035 Investor Mutual Fund | — | — | — | $502K | 5.6% | |
| Fidelity Total International Index Mutual Fund | — | — | — | $424K | 4.8% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $397K | 4.5% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $378K | 4.3% | |
| Fidelity Freedom Index 2055 Investor Mutual Fund | — | — | — | $213K | 2.4% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $158K | 1.8% | |
| EI Fixed Account - Series Class I Fully Benefit-Responsive Investment Contract | — | — | — | $136K | 1.5% | |
| Fidelity Freedom Index 2060 Investor Mutual Fund | — | — | — | $130K | 1.5% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $122K | 1.4% | |
| American Funds New World Mutual Fund | — | — | — | $122K | 1.4% | |
| JPMorgan Equity Income R6 Mutual Fund | — | — | — | $99K | 1.1% | |
| MFS Growrth R6 Mutual Fund | — | — | — | $98K | 1.1% | |
| MFS International Diversification R6 Mutual Fund | — | — | — | $76K | 0.9% | |
| Fidelity Freedom Index 2025 Investor Mutual Fund | — | — | — | $60K | 0.7% | |
| Blackrock Mid-Cap Growth Equity K Mutual Fund | — | — | — | $59K | 0.7% | |
| Western Asset Core Plus Bond IS Mutual Fund | — | — | — | $48K | 0.5% | |
| Allspring Special Mid Cap Value R6 Mutual Fund | — | — | — | $43K | 0.5% | |
| PIMCO Income Institutional Mutual Fund | — | — | — | $16K | 0.2% | |
| Fidelity Freedom Index 2065 Investor Mutual Fund | — | — | — | $4K | <0.1% | |
| Fidelity Freedom Index Income Investor Mutual Fund | — | — | — | $3K | <0.1% |
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