How big is Elevat3 LLC's plan?

Elevat3 LLC's plan reported $1.2M in assets and 58 participants for 2025.

Original filing (PDF)20260520220040NAL0002113683004

Elevat3 LLC

Name: Elevat3 LLC — Elevat3 401(k) Plan, Form 5500 (2025)
Creator: Elevat3 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevat3 401(k) Plan

401(k) retirement plan · Elevat3 LLC's Elevat3 401(k) Plan held $1.2M in plan assets for 58 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Elevat3 LLC's EIN is 82-0754904.

EIN 82-0754904

Plan number 001

Plan year 2025

ACK ID 20260520220040NAL0002113683004

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Elevat3 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Elevat3 LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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.

Plan sponsor

Name

ELEVAT3 LLC

EIN

all filings

Address

2100 WEST LOOP S · STE 200 · HOUSTON, TX · 77027

Phone

(210) 643-6700

Industry

Professional & Technical Services

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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