How big is Elevi Associates, LLC's plan?

Elevi Associates, LLC's plan reported $2.8M in assets and 17 participants for 2025.

Original filing (PDF)20260211134730NAL0004527667001

Elevi Associates, LLC

Name: Elevi Associates, LLC — Elevi Associates, LLC 401(k), Form 5500 (2025)
Creator: Elevi Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevi Associates, LLC 401(k) Plan

401(k) retirement plan · Elevi Associates, LLC's Elevi Associates, LLC 401(k) Plan held $2.8M in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Philip Puccio signed Elevi Associates, LLC's 2025 Form 5500 as plan administrator.

Philip Puccio — 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

Elevi Associates, LLC's EIN is 52-2378827.

EIN 52-2378827

Plan number 001

Plan year 2025

ACK ID 20260211134730NAL0004527667001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Elevi Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Elevi Associates, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELEVI ASSOCIATES, 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 (91st percentile).

Plan sponsor

Name

ELEVI ASSOCIATES, LLC

EIN

all filings

Address

8470 SAND CHERRY LN · LAUREL, MD · 20723

Phone

(410) 992-7510

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator