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Original filing (PDF)20250327112939NAL0009325123001
ELEVI ASSOCIATES, LLC
Form 5500-SF
FILING_RECEIVED
ELEVI ASSOCIATES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
32
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEVI ASSOCIATES, LLC.
Plan sponsor
Name
ELEVI ASSOCIATES, LLC
EIN
52-2378827
Address
8820 COLUMBIA 100 PARKWAY · SUITE 301 · COLUMBIA, MD · 21045
Phone
(410) 992-7510
Industry
Custom Computer Programming· Professional & Technical Servicessee all
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
2025-03-27
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.