Filings through .
Elevated Financial Group
Matched across 2 name variants in the filings
Market position · 2024
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Fund lineups on plans this firm keeps
Large plans that name Elevated Financial Group as recordkeeper and list their funds in their filing.
Plans
1
$24.4M in funds
In collective trusts
0%
average plan
In Elevated Financial Group funds
0%
average plan
In index funds
79%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 1 |
| Capital Group | 1 |
| Franklin Templeton | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.