# Elevated Resources INC 401(k) Plan
Source: https://planprovider.pro/companies/elevated-resources-inc-plan-001

> Elevated Resources INC's 401(k) plan: 42 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elevated Resources INC

- **Sponsor EIN:** 260665451

- **Sponsor Address:** 3990 WESTERLY PL STE 270, NEWPORT BEACH, CA, 926602348

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

- **Total Participants:** 42

- **Total Assets:** $1.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|42|$1.5M|$0|$241,441|

| 2023|57|$1.8M|$0|$236,479|

| 2022|63|$1.4M|$0|$284,239|

## 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|

| MM & COMPANY LLP|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|$11,689|$7,626|$3,203|—|—|

| 2023|$11,407|$7,743|$2,804|—|—|

| 2022|$8,924|$6,187|$2,737|—|—|

## Similar Plans

- [Ocm Staffing And Support, INC.](https://planprovider.pro/companies/ocm-staffing-and-support-inc-plan) — 41 participants

- [Kineticom, INC.](https://planprovider.pro/companies/kineticom-inc-401k-plan) — 39 participants

- [Appleone, INC.](https://planprovider.pro/companies/appleone-inc-401k-plan-005) — 38 participants

- [Social Policy Research Associates, INC.](https://planprovider.pro/companies/social-policy-research-associates-inc-plan-002) — 50 participants

- [The Act 1 Group, INC.](https://planprovider.pro/companies/the-act-1-group-inc-plan-006) — 30 participants

- [C & S Auto Ag And Truck Parts INC](https://planprovider.pro/companies/c-s-auto-ag-and-truck-parts-inc-401k-plan) — 24 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/elevated-resources-inc-plan-001)

© 2026 PlanProvider.Pro