Elevate Care, Inc. 401(k) Plan
Sponsored by Elevate Care, Inc. · EIN 363223168 · Plan #002
- Total assets
- $8.1M
- Net assets
- $8.0M
- Active participants
- 1,725
- With balances
- 344
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Weiss Group, Inc. | Claims processing, Recordkeeping, Recordkeeping fees | $95,746 |
| Lpl Financial | Investment advisory (plan), Securities brokerage | $38,005 |
| Ostrow Reisin Berk & Abrams, Ltd. | Accounting | $25,000 |
| Mid Atlantic Capital Corp | Custodial (securities) | $0 |