How big is Elevate Wealth Advisory, Inc.'s plan?

Elevate Wealth Advisory, Inc.'s plan reported $835K in assets and 6 participants for 2024.

Original filing (PDF)20251015094330NAL0005696000001

Elevate Wealth Advisory, Inc.

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

Form 5500-SF

FILING_RECEIVED

Elevate Wealth Advisory, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Elevate Wealth Advisory, Inc.'s Elevate Wealth Advisory, Inc. 401(k) Profit Sharing Plan held $835K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$835K

Net assets (EOY)

$831K

Plan identifiers

Elevate Wealth Advisory, Inc.'s EIN is 58-1486043.

EIN 58-1486043

Plan number 001

Plan year 2024

ACK ID 20251015094330NAL0005696000001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevate Wealth Advisory, Inc.'s plan includes profit-sharing, a 401(k) feature, 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 ELEVATE WEALTH ADVISORY, INC..

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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