# Elevation Entertainment Group 401(k) Plan
Source: https://planprovider.pro/companies/elevation-entertainment-group-401k-plan

> Elevation Entertainment Group's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Elevation Entertainment Group

- **Sponsor EIN:** 474867897

- **Sponsor Address:** 7727 HERSCHEL AVENUE, LA JOLLA, CA, 92037

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

- **Total Participants:** 0

- **Total Assets:** $0

## 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|0|$0|$608,742|$1.9M|

| 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|$85,222|—|$85,222|

| OCTAVIA WEALTH ADVISORS LLC|INVESTMENT ADVISORY-PLAN|$49,224|—|$49,224|

| PENTEGRA SERVICES, INC.|RECORDKEEPER|$30,198|$768|$30,966|

| PORTER & HUNT, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $165,412

### 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|$95,850|—|—|—|—|

| 2023|$81,221|—|$81,221|—|—|

| 2022|$63,202|$63,202|—|—|—|

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