How big is Elevate Realty Group, Inc.'s plan?

Elevate Realty Group, Inc.'s plan reported $466K in assets and 3 participants for 2024.

Original filing (PDF)20250529124931NAL0004823795001

Elevate Realty Group, Inc.

Name: Elevate Realty Group, Inc. — Elevate Realty Group, Form 5500 (2024)
Creator: Elevate Realty Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevate Realty Group, Inc. 401(k) Plan & Trust

401(k) retirement plan · Elevate Realty Group, Inc.'s Elevate Realty Group, Inc. 401(k) Plan & Trust held $466K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$466K

Net assets (EOY)

$466K

People on this filing

Steve Lamothe signed Elevate Realty Group, Inc.'s 2024 Form 5500 as plan administrator.

Steve Lamothe — 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

Elevate Realty Group, Inc.'s EIN is 47-4030219.

EIN 47-4030219

Plan number 001

Plan year 2024

ACK ID 20250529124931NAL0004823795001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevate Realty Group, Inc.'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 ELEVATE REALTY GROUP, INC..

Finding similar companies…

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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ELEVATE REALTY GROUP, INC.

EIN

all filings

Address

548 GIBSON DRIVE, SUITE 200 · ROSEVILLE, CA · 95678

Phone

(916) 862-5463

Industry

Real Estate

Plan administrator