How big is Elevate Partners LLC's plan?

Elevate Partners LLC's plan reported $1.5M in assets and 10 participants for 2023.

Original filing (PDF)20240710131109NAL0008611827001

Elevate Partners LLC

Name: Elevate Partners LLC — Elevate Partners LLC 401(k), Form 5500 (2023)
Creator: Elevate Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevate Partners LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Elevate Partners LLC's Elevate Partners LLC 401(k) Profit Sharing Plan and Trust held $1.5M in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.4M

Plan identifiers

Elevate Partners LLC's EIN is 83-4423633.

EIN 83-4423633

Plan number 001

Plan year 2023

ACK ID 20240710131109NAL0008611827001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Elevate Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Elevate Partners 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 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