How big is Elevate Ccbhc, LLC's plan?

Elevate Ccbhc, LLC's plan reported $120K in assets and 101 participants for 2024.

Original filing (PDF)20250724164915NAL0002926867001

Elevate Ccbhc, LLC

Name: Elevate Ccbhc, LLC — Elevate Ccbhc, LLC 401 (K) Plan, Form 5500 (2024)
Creator: Elevate Ccbhc, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevate Ccbhc, LLC 401 (K) Plan

401(k) retirement plan · Elevate Ccbhc, LLC's Elevate Ccbhc, LLC 401 (K) Plan held $120K in plan assets for 101 participants in 2024.

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$120K

Net assets (EOY)

$120K

People on this filing

Maria Defrenza signed Elevate Ccbhc, LLC's 2024 Form 5500 as plan administrator.

Maria Defrenza — 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

Elevate Ccbhc, LLC's EIN is 82-1235705.

EIN 82-1235705

Plan number 001

Plan year 2024

ACK ID 20250724164915NAL0002926867001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELEVATE CCBHC, LLC.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score