How big is Xelevate, LLC's plan?

Xelevate, LLC's plan reported $614K in assets and 6 participants for 2024.

Original filing (PDF)20250905142613NAL0010630019001

Xelevate, LLC

Name: Xelevate, LLC — Xelevate, LLC 401(k) Plan, Form 5500 (2024)
Creator: Xelevate, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Xelevate, LLC 401(k) Plan

401(k) retirement plan · Xelevate, LLC's Xelevate, LLC 401(k) Plan held $614K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$614K

Net assets (EOY)

$614K

Plan identifiers

Xelevate, LLC's EIN is 85-3148780.

EIN 85-3148780

Plan number 001

Plan year 2024

ACK ID 20250905142613NAL0010630019001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Xelevate, 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 XELEVATE, 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