How big is Elevate Capital Partners LLC's plan?

Elevate Capital Partners LLC's plan reported $372K in assets and 3 participants for 2024.

Original filing (PDF)20250925171855NAL0020006674001

Elevate Capital Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Elevate Capital Partners LLC 401(k) Plan & Trust

401(k) retirement plan · Elevate Capital Partners LLC's Elevate Capital Partners LLC 401(k) Plan & Trust held $372K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$372K

Net assets (EOY)

$372K

People on this filing

Jared Dowell signed Elevate Capital Partners LLC's 2024 Form 5500 as plan administrator.

Jared Dowell — 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 Capital Partners LLC's EIN is 82-4366931.

EIN 82-4366931

Plan number 001

Plan year 2024

ACK ID 20250925171855NAL0020006674001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevate Capital Partners LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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