Elevate 401(k) Plan
Sponsored by Pivotal Health Care, Llc · EIN 271612029 · Plan #001
- Total assets
- $10.6M
- Net assets
- $10.6M
- Active participants
- 792
- With balances
- 856
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 |
|---|---|---|
| Prevail Innovative Wealth Advisors, Llc CRD 288641 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $46,829 |
| Erisa Services Midwest, Llc | Contract administrator | $33,508 |
| Prevail Innovative Wealth Advisors | Investment advisory (plan) | $23,996 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $538 |