ELEVATE CAPITAL ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

441

Total plan assets

$60.1M

Filings (rows)

Direct comp

$112K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant4

Top plans served

All 4 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
SCHMUESER GORDON MEYER, INC. SCHMUESER GORDON MEYER, INC. 401(K) PLAN	GLENWOOD SPRINGS, CO	Advisor / Consultant INVESTMENT ADVISOR	116	$23.5M	$42K
SCHMUESER GORDON MEYER, INC. SCHMUESER GORDON MEYER, INC. 401(K) PLAN	GLENWOOD SPRINGS, CO	Advisor / Consultant INVESTMENT ADVISOR	117	$19.5M	$34K
SCHMUESER GORDON MEYER, INC.