# Elevate Pfs Holdings INC 401(k) Plan
Source: https://planprovider.pro/companies/elevate-pfs-holdings-inc-401k-plan

> Elevate Pfs Holdings INC's 401(k) plan: 2,454 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elevate Pfs Holdings INC

- **Sponsor EIN:** 843461991

- **Sponsor Address:** 25700 INTERSTATE 45 N STE 300, SPRING, TX, 773864840

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

- **Total Participants:** 2,454

- **Total Assets:** $56.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|2,454|$56.3M|$2.9M|$5.1M|

| 2023|2,146|$42.9M|$2.5M|$4.6M|

| 2022|2,107|$34.0M|$2.3M|$4.3M|

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$97,897|—|$97,897|

| SAGEVIEW ADVISORY GROUP, LLC|ADVISOR|$70,943|—|$70,943|

| ERISA FIDUCIARY SERVICES, INC.|CONTRACT ADMINISTRATOR|$9,600|—|$9,600|

| PLANTE & MORAN PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $178,440

- **Estimated Expense Ratio:** 0.317% of plan assets

### 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|$139,264|$70,208|$69,056|—|—|

| 2023|$136,129|$53,492|$81,725|—|—|

| 2022|$111,000|$43,281|$67,719|—|—|

## Similar Plans

- [Q2 Holdings, INC.](https://planprovider.pro/companies/q2-holdings-inc-plan) — 1,660 participants

- [Sailpoint Technologies, INC.](https://planprovider.pro/companies/sailpoint-technologies-inc-plan-001) — 1,592 participants

- [Realpage, INC](https://planprovider.pro/companies/realpage-inc-401k-plan) — 3,322 participants

- [Vendor Credentialing Service, LLC D/B/A Symplr](https://planprovider.pro/companies/vendor-credentialing-service-llc-d-b-a-symplr-401k-plan-001) — 1,483 participants

- [Bonterra, LLC](https://planprovider.pro/companies/bonterra-llc-401k-plan) — 927 participants

- [Argano, LLC](https://planprovider.pro/companies/argano-llc-401k-plan) — 894 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/elevate-pfs-holdings-inc-401k-plan)

© 2026 PlanProvider.Pro