# Elevation Services Holdings Ii, LLC 401(k) Plan
Source: https://planprovider.pro/companies/elevation-services-holdings-ii-llc-401k-plan

> Elevation Services Holdings Ii, LLC's 401(k) plan: 619 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Elevation Services Holdings Ii, LLC

- **Sponsor EIN:** 851154051

- **Sponsor Address:** 352 7TH AVENUE, NEW YORK, NY, 10001

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

- **Total Participants:** 619

- **Total Assets:** $52.0M

## 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|619|$52.0M|$3.2M|$3.9M|

| 2023|667|$46.6M|$3.0M|$3.9M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$117,508|—|$117,508|

| KESTRA ADVISORY SERVICES, LLC|INVESTMENT ADVISOR|—|$68,458|$68,458|

| RETIREMENT MANAGEMENT SERVICES, LLC|CONTRACT ADMINISTRATOR|$25,468|$3,998|$29,466|

| HARDING SHYMANSKI & CO P.S.C|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISOR

- [HARDING SHYMANSKI & CO P.S.C](https://planprovider.pro/provider/harding-shymanski-and-company-psc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $215,432

- **Estimated Expense Ratio:** 0.414% 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|$142,976|—|$142,976|—|—|

| 2023|$135,945|—|$135,945|—|—|

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