How big is Elevate IR's plan?

Elevate IR's plan reported $271K in assets and 3 participants for 2024.

Original filing (PDF)20250805185718NAL0001357123001

Elevate IR

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

Form 5500-SF

FILING_RECEIVED

Elevate IR 401(k) Plan

401(k) retirement plan · Elevate IR's Elevate IR 401(k) Plan held $271K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

Plan identifiers

Elevate IR's EIN is 87-4178518.

EIN 87-4178518

Plan number 001

Plan year 2024

ACK ID 20250805185718NAL0001357123001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevate IR'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 ELEVATE IR.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

ELEVATE IR

EIN

all filings

Address

501 SOUTH CHERRY ST · SUITE 1100 · DENVER, CO · 80246

Phone

(949) 630-5706

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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