Department of Labor filing

ELEVATION SERVICES HOLDINGS, LLC

AEG UNION HOLDING COMPANY 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

80filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$7,906

Reported employer contributions per active participant.

Higher than about 99% of comparable plans

#People in the filing

108

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$199 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 34% of comparable plans

↗Investment performance

Not available

Plan assets changed 41.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202480out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions99th percentileTypical peer $1,487 · based on 210 comparable plans

Lower reported administrative expense34th percentileTypical peer $149 · based on 216 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ELEVATION SERVICES HOLDINGS, LLC reported $853,867 in employer contributions across the plan and 108 active participants. That works out to $7,906 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy76%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 5.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 12.8%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context80/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $853,867
Participant contributions: $1,227,736
Other contributions: $393,787
Employer share of reported contributions: 41.0%
Beginning assets: $7,323,941
Ending assets: $10,385,948
Ending net assets: $10,385,948
Ending liabilities: Not reported
Total income: $3,353,054
Total expenses: $1,023,498
Administrative expenses: $25,265
Participant loans: $233,211

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2023

$7,498

2024

$7,906

Plan-paid administrative expenses per participant

2023

$176

2024

$199

Active participants

2023

2024

108

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$7,906	108	10.4M	20251013130051NAL0001276705001
2023	$7,498	96	7.3M	20250710132054NAL0009204576001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 850571592-004

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2023
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Current plan terms

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Filing ACK_ID20251013130051NAL0001276705001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗