Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
ELEVATION REPS OF THE ROCKIES
EIN 27-1689172management consultingLatest filing 2024
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
34
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 34 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ELEVATION REPS OF THE ROCKIES, INC. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ELEVATION REPS OF THE ROCKIES, INC 401(K) PLAN
401k
Assets$1.6M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ELEVATION REPS OF THE ROCKIES, INC. CASH BALANCE PLAN | CashBalance | $1.6M | 14 | 2024 | |
| 001 | ELEVATION REPS OF THE ROCKIES, INC 401(K) PLAN | 401k | $1.6M | 20 | 2024 |
Retirement plans