How big is Elevation Solar LLC's plan?

Elevation Solar LLC's plan reported $2.5M in assets and 122 participants for 2024.

Original filing (PDF)20251014122000NAL0002872417001

Elevation Solar LLC

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

Form 5500

FILING_RECEIVED

Elevation Solar 401(k) Plan

401(k) retirement plan · Elevation Solar LLC's Elevation Solar 401(k) Plan held $2.5M in plan assets for 122 participants in 2024.

Signals · 3

Late participant contributionsPossibly inadequate fidelity bondCorrective distributions issued

Active participants

122

Accounts w/ balance

304

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Justin Ramirez signed Elevation Solar LLC's 2024 Form 5500 as plan administrator.

Justin Ramirez — 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 Solar LLC's EIN is 47-1474067.

EIN 47-1474067

Plan number 001

Plan year 2024

ACK ID 20251014122000NAL0002872417001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevation Solar LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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How this plan invests

This plan

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 4K (1% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ELEVATION SOLAR LLC

EIN

all filings

Address

2425 S STEARMAN DRIVE, SUITE 220 · CHANDLER, AZ · 85286

Phone

(480) 492-4232

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Name

FORUSALL, INC.

EIN

46-1803145

City

SAN CARLOS, CA

Phone

(844) 401-2253

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

2 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
FORUSALL, INC.	46-1803145	SAN CARLOS, CA	ADMINISTRATOR	$9K	—
AT RETIREMENT SERVICES, LLC	83-3455979	DUBUQUE, IA	N/A	$9K	—

Investments

19 direct securities· $2.5M(100% of reported assets)

Mutual Funds

$2.2M

15 holdings

Common Collective Trusts

$331K

4 holdings

					% of plan
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$346K	13.8%
Vanguard Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$304K	12.1%
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$284K	11.3%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$269K	10.7%
Vanguard Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$213K	8.5%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$184K	7.3%
Vanguard Target Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$166K	6.6%
Schwab S&P 500 Index Sel Mutual Fund	Common Collective Trusts	—	—	$125K	5.0%
Fidelity Small Cap Index Instl Prem Mutual Fund	Mutual Funds	—	—	$100K	4.0%
Vanguard Target Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$98K	3.9%
Fidelity Total Market Index Instl Prem Mutual Fund	Common Collective Trusts	—	—	$90K	3.6%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$68K	2.7%
Vanguard Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$65K	2.6%
Vanguard Treasury Money Market Investor Mutual Fund ** 267 * Participant Loans to participants, bearing interest from 4.25% to 9.50%	Mutual Funds	—	—	$53K	2.1%
Vanguard Total Intl Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$52K	2.1%
Vanguard FTSE Social Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$48K	1.9%
Vanguard Total Bond Market Index Admiral Mutual Fund	Mutual Funds	—	—	$25K	1.0%
Vanguard Inflation-Protected Secs Adm Mutual Fund 585 Vanguard Short-Term Bond Index Admiral Mutual Fund 52 Vanguard Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$20K	0.8%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$1K	<0.1%