How big is Elevate Financial Services LLC's plan?

Elevate Financial Services LLC's plan reported $7K in assets and 4 participants for 2024.

Original filing (PDF)20250613084925NAL0015561107001

Elevate Financial Services LLC

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

Form 5500-SF

FILING_RECEIVED

Elevate Financial Services LLC - 401(k)

401(k) retirement plan · Elevate Financial Services LLC's Elevate Financial Services LLC - 401(k) held $7K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

Shirley Horner signed Elevate Financial Services LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Financial Services LLC's EIN is 83-2062639.

EIN 83-2062639

Plan number 001

Plan year 2024

ACK ID 20250613084925NAL0015561107001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevate Financial Services 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 FINANCIAL SERVICES 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