How big is EWP Holdings LLC's plan?

EWP Holdings LLC's plan reported $1.9M in assets and 17 participants for 2024.

Original filing (PDF)20251009145819NAL0015863922001

EWP Holdings LLC

Name: EWP Holdings LLC — Elevation Wealth Planning 401(k), Form 5500 (2024)
Creator: EWP Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevation Wealth Planning 401(k) Plan

401(k) retirement plan · EWP Holdings LLC's Elevation Wealth Planning 401(k) Plan held $1.9M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Darby Heidemann signed EWP Holdings LLC's 2024 Form 5500 as plan administrator.

Darby Heidemann — 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

EWP Holdings LLC's EIN is 88-2662706.

EIN 88-2662706

Plan number 001

Plan year 2024

ACK ID 20251009145819NAL0015863922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

EWP Holdings LLC'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 EWP HOLDINGS 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