# Elevate Energy 401(k) Plan
Source: https://planprovider.pro/companies/elevate-energy-401k-plan

> Elevate Energy's 401(k) plan: 260 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elevate Energy

- **Sponsor EIN:** 364443093

- **Sponsor Address:** 322 SOUTH GREEN STREET, CHICAGO, IL, 60607

- **Plan Type:** 401(k)

- **Total Participants:** 260

- **Total Assets:** $14.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|260|$14.4M|$361,673|$1.6M|

| 2023|244|$11.4M|$227,923|$1.4M|

| 2022|186|$7.9M|$187,010|$1.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EIFEL RAMBO ADVISORY GROUP, LTD.|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$8,025|$248|$7,777|—|—|

| 2023|$15,156|$165|$14,991|—|—|

| 2022|$15,866|$31|$15,835|—|—|

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