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ELEVATE FINANCIAL SERVICES LLC

EIN 93-4316845-accounting-Latest filing 2025
Plans
1
Retirement
1
$234K assets
Welfare
0
Participants
9
394 WILLIAMSTOWNE, SUITE 103 - DELAFIELD, WI 53018262-682-0038elevate-fs.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filing
#001401k-$234K - 9 part

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Retirement#001

ELEVATE FINANCIAL SERVICES LLC 401(K) PLAN

401k

Assets$234K
Participants9
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ELEVATE FINANCIAL SERVICES LLC 401(K) PLAN401k$234K92025
Retirement plans
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