How big is Elevate Law Group's plan?

Elevate Law Group's plan reported $3.6M in assets and 10 participants for 2024.

Original filing (PDF)20250731133040NAL0013323250001

Elevate Law Group

Name: Elevate Law Group — Form 5500 (2024)
Creator: Elevate Law Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevate Law Group

401(k) retirement plan · Elevate Law Group held $3.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Laurie Suran signed Elevate Law Group's 2024 Form 5500 as plan administrator.

Laurie Suran — 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

Elevate Law Group's EIN is 93-1194657.

EIN 93-1194657

Plan number 001

Plan year 2024

ACK ID 20250731133040NAL0013323250001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Elevate Law Group's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, 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 ELEVATE LAW GROUP.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ELEVATE LAW GROUP

EIN

all filings

Address

6000 MEADOWS RD STE 450 · LAKE OSWEGO, OR · 97035

Phone

(503) 417-0500

Industry

Law Offices· Professional & Technical Services

Plan administrator