Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
ELEVATE PARTNERS LLC
EIN 84-3734033consumer goodsLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
30
375 1ST PL NW - ISSAQUAH, WA 98027425-221-2348elevatepartners.comLinkedIn11-50 employeesconsumer goods
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 30 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#001
ELEVATE PARTNERS LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.5M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
ELEVATE PARTNERS LLC CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ELEVATE PARTNERS LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.5M | 15 | 2025 | |
| 002 | ELEVATE PARTNERS LLC CASH BALANCE PLAN | CashBalance | $1.6M | 15 | 2025 |
Retirement plans