# Elevate Property Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/elevate-property-management-llc-401k-plan

> Elevate Property Management, LLC's 401(k) plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elevate Property Management, LLC

- **Sponsor EIN:** 273695592

- **Sponsor Address:** 856 LAKE STREET EAST, WAYZATA, MN, 553911803

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

- **Total Participants:** 80

- **Total Assets:** $2.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|80|$2.0M|$117,935|$346,537|

| 2023|79|$1.8M|$129,157|$316,854|

| 2022|67|$1.4M|$119,483|$327,422|

## 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|

| TRANSAMERICA FINANCIAL LIFE INSURAN|RECORDKEEPER|$24,502|—|$24,502|

| TAX SHELTERED COMPENSATION, INC|RECORDKEEPER|$11,007|—|$11,007|

| BRADY MARTZ AND ASSOCIATES, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INSURAN](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [BRADY MARTZ AND ASSOCIATES, P.C.](https://planprovider.pro/provider/brady-martz-and-associates-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $35,509

- **Estimated Expense Ratio:** 1.770% 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|$35,880|$371|$11,007|—|—|

| 2023|$28,325|—|$28,325|—|—|

| 2022|$30,470|—|$30,470|—|—|

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