How big is Elevate Real Estate LLC's plan?

Elevate Real Estate LLC's plan reported $635K in assets and 4 participants for 2024.

Original filing (PDF)20251015094109NAL0004477473001

Elevate Real Estate LLC

Name: Elevate Real Estate LLC — Elevate Real Estate LLC, Form 5500 (2024)
Creator: Elevate Real Estate LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevate Real Estate LLC 401(k) P/S Plan

401(k) retirement plan · Elevate Real Estate LLC's Elevate Real Estate LLC 401(k) P/S Plan held $635K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

People on this filing

Jeffrey B Arzonico signed Elevate Real Estate LLC's 2024 Form 5500 as plan administrator.

Jeffrey B Arzonico — 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 Real Estate LLC's EIN is 82-3058409.

EIN 82-3058409

Plan number 001

Plan year 2024

ACK ID 20251015094109NAL0004477473001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevate Real Estate LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 REAL ESTATE 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