How big is Elevated Wealth Advisory Group, LLC's plan?

Elevated Wealth Advisory Group, LLC's plan reported $7K in assets and 2 participants for 2024.

Original filing (PDF)20250714125131NAL0001086817001

Elevated Wealth Advisory Group, LLC

Name: Elevated Wealth Advisory Group, LLC — Elevated, Form 5500 (2024)
Creator: Elevated Wealth Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elevated Wealth Advisory Group, LLC 401(k) Plan

401(k) retirement plan · Elevated Wealth Advisory Group, LLC's Elevated Wealth Advisory Group, LLC 401(k) Plan held $7K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

Plan identifiers

Elevated Wealth Advisory Group, LLC's EIN is 99-1758606.

EIN 99-1758606

Plan number 001

Plan year 2024

ACK ID 20250714125131NAL0001086817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elevated Wealth Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elevated Wealth Advisory Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

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.

Finding similar companies…

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