How big is Elevate Federal Credit Union's plan?

Elevate Federal Credit Union's plan reported $4.3M in assets and 36 participants for 2024.

Original filing (PDF)20250624171316NAL0010233376001

Elevate Federal Credit Union

Name: Elevate Federal Credit Union — Elevate Credit Union, Form 5500 (2024)
Creator: Elevate Federal Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevate Credit Union 401(k) Plan

401(k) retirement plan · Elevate Federal Credit Union's Elevate Credit Union 401(k) Plan held $4.3M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

Julie BOTT signed Elevate Federal Credit Union's 2024 Form 5500 as plan administrator.

Julie BOTT — 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

Elevate Federal Credit Union's EIN is 87-0241793.

EIN 87-0241793

Plan number 002

Plan year 2024

ACK ID 20250624171316NAL0010233376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elevate Federal Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elevate Federal Credit Union's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELEVATE FEDERAL CREDIT UNION.

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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