Filings through .
Elevate 401(k) Plan, LLC
Matched across 3 name variants in the filings
Market position · 2024
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Fund lineups on plans this firm keeps
Large plans that name Elevate 401k Plan as recordkeeper and list their funds in their filing.
Plans
3
$22.2M in funds
In collective trusts
3%
average plan
In Elevate 401k Plan funds
0%
average plan
In index funds
61%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Fidelity (FMR) | 3 |
| Vanguard | 2 |
| MetLife | 1 |
Target-date series
| Series | Plans |
|---|---|
| Fidelity Freedom Index | 1 |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.