How big is Elevation Wealth Partners, LLC's plan?

Elevation Wealth Partners, LLC's plan reported $2.7M in assets and 6 participants for 2024.

Original filing (PDF)20250612230040NAL0017419713001

Elevation Wealth Partners, LLC

Name: Elevation Wealth Partners, LLC — Elevation Wealth, Form 5500 (2024)
Creator: Elevation Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevation Wealth Partners, LLC 401(k) Plan & Trust

401(k) retirement plan · Elevation Wealth Partners, LLC's Elevation Wealth Partners, LLC 401(k) Plan & Trust held $2.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Barry Mendelson signed Elevation Wealth Partners, LLC's 2024 Form 5500 as plan administrator.

Barry Mendelson — 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

Elevation Wealth Partners, LLC's EIN is 68-0439064.

EIN 68-0439064

Plan number 001

Plan year 2024

ACK ID 20250612230040NAL0017419713001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevation Wealth Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 ELEVATION WEALTH PARTNERS, 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