Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Elevate 401(k), LLC
EIN 99-4625114Arts, Entertainment, and RecreationLatest filing 2025
Plans
2
Retirement
2
$340.1M assets
Welfare
0
Participants
15,030
PO BOX 71570 - COTTONWOOD HEIGHTS, UT 84121801-746-0595
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $340.1M assets / 15,030 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
PEA(K) UTAH'S POOLED EMPLOYER 401(K) PLAN
401(k)
Assets$332.8M
Participants14,128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
ELEVATED POOLED EMPLOYER 401(K) PLAN
401(k)
Assets$7.3M
Participants902
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PEA(K) UTAH'S POOLED EMPLOYER 401(K) PLAN | 401(k) | $332.8M | 14,128 | 2025 | |
| 005 | ELEVATED POOLED EMPLOYER 401(K) PLAN | 401(k) | $7.3M | 902 | 2025 |
Retirement plans