How big is Elevate, Inc.'s plan?

Elevate, Inc.'s plan reported $167K in assets and 4 participants for 2024.

Original filing (PDF)20250610161720NAL0014958481001

Elevate, Inc.

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

Form 5500-SF

FILING_RECEIVED

Elevate 401(k) Plan

401(k) retirement plan · Elevate, Inc.'s Elevate 401(k) Plan held $167K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

Plan identifiers

Elevate, Inc.'s EIN is 87-0775903.

EIN 87-0775903

Plan number 001

Plan year 2024

ACK ID 20250610161720NAL0014958481001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevate, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ELEVATE, INC

EIN

all filings

Address

4202 W. CARMEN STREET, #5 · TAMPA, FL · 33609

Phone

(850) 591-0208

Industry

Admin Support & Waste Mgmt

Plan administrator