How big is Elevation Wine Partners' plan?

Elevation Wine Partners' plan reported $41K in assets and 6 participants for 2024.

Original filing (PDF)20251009155436NAL0003727715001

Elevation Wine Partners

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

Form 5500-SF

FILING_RECEIVED

Elevation Wine Partners 401(k) Plan

401(k) retirement plan · Elevation Wine Partners' Elevation Wine Partners 401(k) Plan held $41K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

People on this filing

Richard Tatum signed Elevation Wine Partners' 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Elevation Wine Partners' EIN is 83-2190000.

EIN 83-2190000

Plan number 001

Plan year 2024

ACK ID 20251009155436NAL0003727715001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevation Wine Partners' 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 ELEVATION WINE PARTNERS.

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score