Plan Snapshot
- Plan Sponsor: Elevatebio Technologies, INC.
- Sponsor EIN: 823981863
- Sponsor Address: 200 SMITH STREET, SUITE 301, WALTHAM, MA, 02451
- Plan Type: 401(k)
- Total Participants: 468
- Total Assets: $42.4M
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 | 468 | $42.4M | $3.1M | $6.2M |
| 2023 | 481 | $30.7M | $3.1M | $5.9M |
| 2022 | 433 | $17.2M | $2.3M | $4.5M |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN,P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN,P.C. — Auditor
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 | $91,254 | — | — | — | — |
| 2023 | $79,318 | — | — | — | — |
| 2022 | $48,180 | — | — | — | — |