Original filing (PDF)20250411074733NAL0025951697001

ELEVATION WEALTH PARTNERS LLC

Name: ELEVATION WEALTH PARTNERS LLC — ELEVATION WEALTH PARTNERS LLC 401(K) PLAN, Form 5500 (2024)
Creator: ELEVATION WEALTH PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

ELEVATION WEALTH PARTNERS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$97K

Net assets (EOY)

$97K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ELEVATION WEALTH PARTNERS LLC.

Plan sponsor

Name

ELEVATION WEALTH PARTNERS LLC

EIN

92-3541606

Address

5420 N OCEAN DRIVE, PH-02 · WEST PALM BEACH, FL · 33404

Phone

(561) 491-0518

Industry

Finance & Insurancesee all

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

2025-04-11

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

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

THREE PINES WEALTH ADVISORS

THREE PINES WEALTH ADVISORS RETIREMENT PLAN

$97K · 8 participants

QUEEN FINANCIAL SERVICES, LLC

QUEEN FINANCIAL SERVICES LLC 401 (K) PLAN

$97K

TRAILWISE FINANCIAL PARTNERS, LLC

TRAILWISE FINANCIAL PARTNERS LLC 401K PSP

$97K · 3 participants

BALAM WEALTH MANAGEMENT

BALAM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

$97K · 4 participants

TAILWIND PARTNERS LLC

TAILWIND PARTNERS LLC 401(K) PLAN