How big is Elevate Solutions Group, LLC's plan?

Elevate Solutions Group, LLC's plan reported $1.2M in assets and 102 participants for 2024.

Original filing (PDF)20250926123210NAL0010132192001

Elevate Solutions Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Elevate Solutions Group 401(k) Plan

401(k) retirement plan · Elevate Solutions Group, LLC's Elevate Solutions Group 401(k) Plan held $1.2M in plan assets for 102 participants in 2024.

Active participants

102

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

LISA Ellis signed Elevate Solutions Group, LLC's 2024 Form 5500 as plan administrator.

LISA Ellis — 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 Solutions Group, LLC's EIN is 82-3060062.

EIN 82-3060062

Plan number 001

Plan year 2024

ACK ID 20250926123210NAL0010132192001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevate Solutions Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 SOLUTIONS GROUP, 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 (4th percentile).

Helping the score