Elevate Property Management, Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Elevate Property Management, Llc · EIN 273695592 · Plan #001
- Total assets
- $2.0M
- Net assets
- $2.0M
- Active participants
- 80
- With balances
- 127
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 |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $24,502 |
| Tax Sheltered Compensation, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $11,007 |
| Mesirow Financial, Inc | Investment advisory (plan) | $371 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $14 |