How big is Elevated Advisement, LLC's plan?

Elevated Advisement, LLC's plan reported $297K in assets and 2 participants for 2024.

Original filing (PDF)20251013075507NAL0000385539002

Elevated Advisement, LLC

Name: Elevated Advisement, LLC — Elevated Advisement, LLC, Form 5500 (2024)
Creator: Elevated Advisement, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevated Advisement, LLC Employees 401(k) Profit Sharing Plan

401(k) retirement plan · Elevated Advisement, LLC's Elevated Advisement, LLC Employees 401(k) Profit Sharing Plan held $297K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$297K

Net assets (EOY)

$297K

People on this filing

ZEVE Salman signed Elevated Advisement, LLC's 2024 Form 5500 as plan administrator.

ZEVE Salman — 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

Elevated Advisement, LLC's EIN is 84-4339766.

EIN 84-4339766

Plan number 001

Plan year 2024

ACK ID 20251013075507NAL0000385539002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elevated Advisement, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elevated Advisement, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELEVATED ADVISEMENT, 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