AUMdb

Elevated Resources Inc 401(k) Profit Sharing Plan & Trust

Sponsored by Elevated Resources Inc · EIN 260665451 · Plan #001

Total assets
$1.5M
Net assets
$1.5M
Active participants
42
With balances
276

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Levelized Compensation Advisor Investment advisory (plan) $7,626