Plan Snapshot
- Plan Sponsor: Elevation Entertainment Group
- Sponsor EIN: 474867897
- Sponsor Address: 7727 HERSCHEL AVENUE, LA JOLLA, CA, 92037
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 587
- Total Assets: $11.5M
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. |
|---|---|---|---|---|
| 2023 | 587 | $11.5M | $572,795 | $1.7M |
| 2022 | 587 | $8.8M | $506,162 | $1.5M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $42,611 | — | $42,611 |
| OCTAVIA WEALTH ADVISORS LLC | Investment Advisor | $24,612 | — | $24,612 |
| PENTEGRA SERVICES, INC. | Recordkeeper | $15,099 | $384 | $15,483 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,706
- Estimated Expense Ratio: 0.721% 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 |
|---|---|---|---|---|---|
| 2023 | $81,221 | — | $81,221 | — | — |
| 2022 | $63,202 | $63,202 | — | — | — |