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Original filing (PDF)20251208172213NAL0002349409001
ELEVATE SPORTS VENTURES INC
Form 5500
FILING_RECEIVED
ELEVATE 401(K) PLAN
401(k) retirement plan
Signals · 3
Late filing · 0.7 mo42% in single holdingNo recordkeeper disclosed
Active participants
264
Accounts w/ balance
230
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
97
Concentration risk
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.7 months past the 10.5-month grace window.
- Top holding "Vanguard Total Stock Mkt Idx Adm Mutual Fund" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEVATE SPORTS VENTURES INC.
Plan sponsor
Name
ELEVATE SPORTS VENTURES INC
EIN
82-4390532
Address
6100 FAIRVIEW ROAD SUITE 1220 · CHARLOTTE, NC · 28210
Phone
(714) 504-2008
Industry
Arts, Entertainment, Recreationsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HILL BARTH AND KING LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
23 direct securities· $6.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | — | — | — | $2.8M | 41.8% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | — | — | — | $1.7M | 25.2% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $711K | 10.7% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $472K | 7.1% | |
| TM Vanguard Total Intl Bd Idx Admiral Mutual Fund | — | — | — | $311K | 4.7% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $259K | 3.9% | |
| Participant Loans Participant Loans*** | — | — | — | $84K | 1.3% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $75K | 1.1% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $56K | 0.8% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund | — | — | — | $38K | 0.6% | |
| Vanguard Mid Cap Index Admiral Mutual Fund | — | — | — | $27K | 0.4% | |
| Vanguard Small Cap Growth Index Admiral Mutual Fund | — | — | — | $26K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm Mutual Fund | — | — | — | $24K | 0.4% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm Mutual Fund | — | — | — | $19K | 0.3% | |
| Vanguard Developed Markets Index Admiral Mutual Fund | — | — | — | $18K | 0.3% | |
| Vanguard FTSE Social Index Fund Adm Shares Mutual Fund | — | — | — | $13K | 0.2% | |
| Vanguard Value Index Adm Mutual Fund | — | — | — | $13K | 0.2% | |
| Vanguard Small Cap Value Index Admiral Mutual Fund | — | — | — | $12K | 0.2% | |
| Vanguard Mid-Cap Value Index Admiral Mutual Fund | — | — | — | $10K | 0.1% | |
| Vanguard Short-Term Bond Index Adm Mutual Fund | — | — | — | $5K | <0.1% | |
| Vanguard Federal Money Market Investor Money Market Mutual Fund ** $ | — | — | — | $4K | <0.1% | |
| Vanguard Interm-Term Bond Index Adm Mutual Fund | — | — | — | $3K | <0.1% | |
| DFA Emerging Markets Small Cap I Mutual Fund ** 547 DFA International Value I Mutual Fund ** 46 Nuveen Core Impact Bond Fund Retirement Mutual Fund | — | — | — | $2K | <0.1% |
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