P 401(k) Plan Report

Stable plan record

ELEVATION WEALTH PARTNERS, LLC 401(K) PLAN & TRUST

Sponsored by ELEVATION WEALTH PARTNERS, LLC · EIN/PN 680439064-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$24,549
Administrative cost per participant
2025
$0
Active participants
2025
5
Total plan assets
2025
$3,413,078
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260604143428NAL00007952830015$24,549
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.