Elevate Pfs Holdings Inc 401(k) Profit Sharing Plan & Trust
Sponsored by Elevate Pfs Holdings Inc · EIN 843461991 · Plan #001
- Total assets
- $56.3M
- Net assets
- $56.3M
- Active participants
- 2,454
- With balances
- 1,761
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Paychex, Inc. | Contract administrator, Recordkeeping | $97,897 |
| Sageview Advisory Group, Llc | Investment advisory (participants) | $70,943 |
| Erisa Fiduciary Services, Inc. | Contract administrator | $9,600 |