· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ELEVATE PARTNERS LLC — ELEVATE PARTNERS LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240710131109NAL0008611827001
ELEVATE PARTNERS LLC
Form 5500-SF
FILING_RECEIVED
ELEVATE PARTNERS LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
10
Accounts w/ balance
11
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
ELEVATE PARTNERS LLC
.
Find decision makers
Plan sponsor
Name
ELEVATE PARTNERS LLC
EIN
83-4423633
Address
1105 12TH AVENUE NORTHWEST · SUITE A5 · ISSAQUAH, WA · 98027
Phone
(425) 221-2342
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
VENUE ADVERTISING INC.
VENUE ADVERTISING, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$1.5M · 14 participants
MICHIGAN RESTAURANT & LODGING ASSOC
MICHIGAN RESTAURANT & LODGING 401(K) SALARY REDUCTION PLAN
$1.4M · 15 participants
F.O. WILLIAMS ADVERTISING, INC.
F.O. WILLIAMS ADVERTISING, INC. EMPLOYEES 401(K) PLAN
$1.4M · 6 participants
EVOK ADVERTISING & DESIGN, INC.
EVOK ADVERTISING 401(K) PROFIT SHARING PLAN
$1.5M · 19 participants
EFORCE BRANDS, LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
EFORCE BRANDS, LLC 401(K) PLAN & TRUST
$1.5M · 3 participants
D. AUGUSTINE & ASSOCIATES
D. AUGUSTINE & ASSOCIATES 401(K) PROFIT SHARING PLAN
$1.5M · 52 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
