How big is Elevation Truckee's plan?

Elevation Truckee's plan reported $3K in assets and 6 participants for 2024.

Original filing (PDF)20250610192457NAL0025227664001

Elevation Truckee

Name: Elevation Truckee — Form 5500 (2024)
Creator: Elevation Truckee
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevation Truckee

401(k) retirement plan · Elevation Truckee held $3K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Shirley Horner signed Elevation Truckee's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Elevation Truckee's EIN is 86-2965789.

EIN 86-2965789

Plan number 001

Plan year 2024

ACK ID 20250610192457NAL0025227664001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevation Truckee'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 ELEVATION TRUCKEE.

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Plan health score

Above-average plan

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