Back to filter
Original filing (PDF)20250411143550NAL0026295329002
ELEVATE SURGICAL CO.
Form 5500-SF
FILING_RECEIVED
ELEVATE SURGICAL CO. 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
51
Accounts w/ balance
58
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEVATE SURGICAL CO..
Plan sponsor
Name
ELEVATE SURGICAL CO.
EIN
88-2978464
Address
8195 RONSON ROAD · SAN DIEGO, CA · 92111
Phone
(619) 606-6009
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
Pension benefit codes
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Retail Trade plans
TIGER SUPPLY, INC
TIGER SUPPLY, INC. 401(K) PLAN
$1.4M · 3 participants
BIO INNOVATIONS LP
BIO INNOVATIONS LP PROFIT SHARING PLAN
$1.4M · 12 participants
QALYTUDE INC.
AGELESSRX 401(K) PLAN
$1.4M · 68 participants
ARK THERAPEUTIC SERVICES, INC.
ARK THERAPEUTIC SERVICES, INC. 401(K) PLAN
$1.5M · 18 participants
ANCESTRAL SUPPLEMENTS, LLC
ANCESTRAL SUPPLEMENTS, LLC 401(K) PLAN
$1.5M
SLIMGENICS ONLINE INC.
SLIMGENICS 401K PROFIT SHARING PLAN AND TRUST
$1.5M · 7 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B