How big is Elevate Partners LLC's plan?

Elevate Partners LLC's plan reported $837K in assets and 9 participants for 2023.

Original filing (PDF)20240724120248NAL0007407155001

Elevate Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Elevate Partners LLC Cash Balance Plan

Defined-benefit pension plan · Elevate Partners LLC's Elevate Partners LLC Cash Balance Plan held $837K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$837K

Net assets (EOY)

$837K

Plan identifiers

Elevate Partners LLC's EIN is 83-4423633.

EIN 83-4423633

Plan number 002

Plan year 2023

ACK ID 20240724120248NAL0007407155001

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 a defined-benefit pension formula, a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score