Original filing (PDF)20250714125131NAL0001086817001

ELEVATED WEALTH ADVISORY GROUP, LLC

Name: ELEVATED WEALTH ADVISORY GROUP, LLC — ELEVATED WEALTH ADVISORY GROUP, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ELEVATED WEALTH ADVISORY GROUP, LLC

Form 5500-SF

FILING_RECEIVED

ELEVATED WEALTH ADVISORY GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ELEVATED WEALTH ADVISORY GROUP, LLC.

Plan sponsor

Name

ELEVATED WEALTH ADVISORY GROUP, LLC

EIN

99-1758606all filings

Address

4200 REGENT ST · COLUMBUS, OH · 43219

Phone

(614) 499-4516

Industry

Finance & Insurancesee all

Plan administrator