· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ELEVATED HEALTH INC — ELEVATED HEALTH & DRIVEN CARE 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20241015114502NAL0049090624001
ELEVATED HEALTH INC
Form 5500-SF
FILING_RECEIVED
ELEVATED HEALTH & DRIVEN CARE 401(K) PLAN
401(k) retirement plan
Active participants
116
Accounts w/ balance
302
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ELEVATED HEALTH INC
.
Find decision makers
Plan sponsor
Name
ELEVATED HEALTH INC
EIN
81-1554266
Address
2729 BRISTOL ST · COSTA MESA, CA · 92626
Phone
(918) 378-3200
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
DONNELLY GROUP, LLC
DONNELLY GROUP, LLC RETIREMENT PLAN
$1.2M · 5 participants
CHATTERBLAST MEDIA, LLC
CHATTERBLAST MEDIA, LLC 401(K) AND PSP
$1.2M · 13 participants
GORMAN CONSULTING GROUP
GORMAN CONSULTING GROUP RETIREMENT TRUST
$1.2M · 5 participants
ENTEC CONSULTANTS INC
ENTEC CONSULTANTS INC 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 9 participants
SOCIETY HILL DENTAL IN LEWISBURG, LLC
SCOTT BONOMO, DMD, LLC 401(K) PLAN
100
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.2M · 17 participants
CHRISTOPHER R WELLS DMD PC
CHRISTOPHER R WELLS DMD PC 401K PLAN
$1.2M · 6 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
