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ELEVATE WEALTH ADVISORY, INC.

EIN 58-1486043-financial services-Latest filing 2024
Plans
1
Retirement
1
$835K assets
Welfare
0
Participants
7
190 HAWTHORNE PARK - ATHENS, GA 30606706-353-2728vickeryfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$835K - 7 part

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Retirement#001

ELEVATE WEALTH ADVISORY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$835K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELEVATE WEALTH ADVISORY, INC. 401(K) PROFIT SHARING PLAN401k$835K72024
Retirement plans
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