How big is Elevar Advisors, LLC's plan?

Elevar Advisors, LLC's plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20251015151805NAL0006746592001

Elevar Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Elevar Advisors, LLC 401(k) P/S Plan

401(k) retirement plan · Elevar Advisors, LLC's Elevar Advisors, LLC 401(k) P/S Plan held $1.5M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

AMY Ojendyk signed Elevar Advisors, LLC's 2024 Form 5500 as plan administrator.

AMY Ojendyk — 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

Elevar Advisors, LLC's EIN is 47-1475999.

EIN 47-1475999

Plan number 001

Plan year 2024

ACK ID 20251015151805NAL0006746592001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELEVAR ADVISORS, 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

ELEVAR ADVISORS, LLC

EIN

all filings

Address

220 SECOND AVES · SUITE 206 · SEATTLE, WA · 98104

Phone

(206) 713-6804

Industry

Finance & Insurance

Plan administrator