How big is Elevate, LLC's plan?

Elevate, LLC's plan reported $2.5M in assets and 68 participants for 2024.

Original filing (PDF)20251014102456NAL0001218179001

Elevate, LLC

Name: Elevate, LLC — Elevate 401(k) Plan, Form 5500 (2024)
Creator: Elevate, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevate 401(k) Plan

401(k) retirement plan · Elevate, LLC's Elevate 401(k) Plan held $2.5M in plan assets for 68 participants in 2024.

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Elevate, LLC's EIN is 46-1593541.

EIN 46-1593541

Plan number 001

Plan year 2024

ACK ID 20251014102456NAL0001218179001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevate, LLC's plan includes a default investment (QDIA), 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 ELEVATE, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ELEVATE, LLC

EIN

all filings

Address

1201 CONNECTICUT AVENUE NW #503 · WASHINGTON, DC · 20036

Phone

(202) 851-7610

Industry

Other Services (ex. Public Admin)

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

2T · Default investment account (QDIA)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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