How big is Elevation Wealth Partners LLC's plan?

Elevation Wealth Partners LLC's plan reported $198K in assets and 2 participants for 2025.

Original filing (PDF)20260414095219NAL0010991827001

Elevation Wealth Partners LLC

Name: Elevation Wealth Partners LLC — Elevation Wealth, Form 5500 (2025)
Creator: Elevation Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevation Wealth Partners LLC 401(k) Plan

401(k) retirement plan · Elevation Wealth Partners LLC's Elevation Wealth Partners LLC 401(k) Plan held $198K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

People on this filing

Robert Monahan signed Elevation Wealth Partners LLC's 2025 Form 5500 as plan administrator.

Robert Monahan — 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

Elevation Wealth Partners LLC's EIN is 92-3541606.

EIN 92-3541606

Plan number 001

Plan year 2025

ACK ID 20260414095219NAL0010991827001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Elevation Wealth Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Elevation Wealth Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELEVATION WEALTH PARTNERS 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