Back to filter
Original filing (PDF)20250721145315NAL0002095856001
ELEVATIONS CREDIT UNION
Form 5500
FILING_RECEIVED
ELEVATIONS CREDIT UNION CAPITAL ACCUMULATION PLAN
401(k) retirement plan
Active participants
573
Accounts w/ balance
670
Plan assets (EOY)
$78.2M
Net assets (EOY)
$78.2M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEVATIONS CREDIT UNION.
Plan sponsor
Name
ELEVATIONS CREDIT UNION
EIN
84-0459116
Address
PO BOX 9004 · BOULDER, CO · 80301
Phone
(720) 565-6058
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
033
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY, US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $70K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $11K | — |
Investments
30 direct securities · 1 pooled fund· $76.8M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$75.0M
30 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIRE 2030 I Registered Investment Company | — | — | — | $7.8M | 10.0% | |
| FID GROWTH CO K6 Registered Investment Company | — | — | — | $7.7M | 9.9% | |
| FID 500 INDEX Registered Investment Company | — | — | — | $7.5M | 9.7% | |
| TRP RETIRE 2040 I Registered Investment Company | — | — | — | $6.8M | 8.6% | |
| TRP RETIRE 2035 I Registered Investment Company | — | — | — | $6.7M | 8.6% | |
| TRP RETIRE 2045 I Registered Investment Company | — | — | — | $5.5M | 7.0% | |
| FID CONTRAFUND K6 Registered Investment Company | — | — | — | $4.7M | 6.0% | |
| TRP RETIRE 2050 I Registered Investment Company | — | — | — | $4.6M | 5.9% | |
| FID EXTD MKT IDX Registered Investment Company | — | — | — | $4.2M | 5.4% | |
| TRP RETIRE 2055 I Registered Investment Company | — | — | — | $3.4M | 4.3% | |
| FID TOTAL BOND K6 Registered Investment Company | — | — | — | $2.4M | 3.1% | |
| MIP CL 1 Common Collective Trust | — | — | — | $2.0M | 2.5% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.9M | 2.4% | |
| FID OVERSEAS Registered Investment Company | — | — | — | $1.4M | 1.8% | |
| TRP RETIRE 2020 I Registered Investment Company | — | — | — | $1.4M | 1.8% | |
| ABF LG CAP VALUE R6 Registered Investment Company | — | — | — | $1.4M | 1.8% | |
| FID TOTAL INTL IDX Registered Investment Company | — | — | — | $1.3M | 1.6% | |
| TRP RETIRE 2060 I Registered Investment Company | — | — | — | $1.1M | 1.5% | |
| maturing through May 2033 $- | — | — | — | $1.1M | 1.3% | |
| FID US BOND IDX Registered Investment Company | — | — | — | $820K | 1.0% | |
| DRIEHAUS EM GRTH IS Registered Investment Company | — | — | — | $777K | 1.0% | |
| FID REAL ESTATE IDX Registered Investment Company | — | — | — | $657K | 0.8% | |
| GABELLI US MM I Registered Investment Company | — | — | — | $548K | 0.7% | |
| TRP RETIRE 2005 I Registered Investment Company | — | — | — | $453K | 0.6% | |
| UM BEHAVIORAL VAL R6 Registered Investment Company | — | — | — | $209K | 0.3% | |
| TRP RETIRE 2010 I Registered Investment Company | — | — | — | $157K | 0.2% | |
| TRP RETIRE 2015 I Registered Investment Company | — | — | — | $155K | 0.2% | |
| HOOD RIVER SMCP GR R Registered Investment Company | — | — | — | $78K | <0.1% | |
| Brokeragelink Individually Directed Brokerage Accounts | — | — | — | $57K | <0.1% | |
| BLKRK HIGH YLD K Registered Investment Company | — | — | — | $24K | <0.1% | |
| FID INFL PR BD IDX Registered Investment Company | — | — | — | $15K | <0.1% |