How big is Elevation Capital Advisory LLC's plan?

Elevation Capital Advisory LLC's plan reported $391K in assets and 12 participants for 2024.

Original filing (PDF)20250604114821NAL0007807187001

Elevation Capital Advisory LLC

Name: Elevation Capital Advisory LLC — Elevation Capital, Form 5500 (2024)
Creator: Elevation Capital Advisory LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevation Capital Advisory LLC 401(k) Plan

401(k) retirement plan · Elevation Capital Advisory LLC's Elevation Capital Advisory LLC 401(k) Plan held $391K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$391K

Net assets (EOY)

$391K

People on this filing

Rachel Gonzalez signed Elevation Capital Advisory LLC's 2024 Form 5500 as plan administrator.

Rachel Gonzalez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Elevation Capital Advisory LLC's EIN is 46-5734381.

EIN 46-5734381

Plan number 001

Plan year 2024

ACK ID 20250604114821NAL0007807187001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevation Capital Advisory LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELEVATION CAPITAL ADVISORY 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