Retirement plan

CIVIC ELEVATOR 401(K) PLAN

Name: ELEVATION SOFTWARE HOLDINGS LLC DBA CIVIC ELEVATOR - CIVIC ELEVATOR 401(K) PLAN (2025) Form 5500
Creator: ELEVATION SOFTWARE HOLDINGS LLC DBA CIVIC ELEVATOR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CIVIC ELEVATOR 401(K) PLAN, ELEVATION SOFTWARE HOLDINGS LLC DBA CIVIC ELEVATOR

ELEVATION SOFTWARE HOLDINGS LLC DBA CIVIC ELEVATOREIN 85-0669173Plan #001PY 2025

PO BOX 47645 - CHICAGO, IL 60647310-920-9312

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$853K

+5.4% from 2024

Total participants

-23.8% from 2024

Average account balance

$53,325

+38.3% from 2024

Annual return

18.51%

+4.81 pp from 2024

Benchmarks

See 37,822 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,822 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$853K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$53K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

177.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.51%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$10307

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$165K

$18324 / participant

Other / not subdivided$165K100.0%

% of EOY assets

19.330%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$53,325

$114,119-53.3%

$107,187-50.3%

$138,895-61.6%

Participation rate

100.0%

78.1%+21.9pp

75.0%+25.0pp

79.9%+20.1pp

Annual return

18.51%

273.21%-254.7pp

204.55%-186.0pp

145.39%-126.9pp

Employer contribution / active EE

$2,685

$4,059-33.9%

$3,782-29.0%

$4,194-36.0%

Participant deferral / active EE

$3,657

$5,538-34.0%

$5,096-28.2%

$6,396-42.8%

Admin fee / account holder

$10,307

$10,024+2.8%

$9,162+12.5%

$12,562-17.9%

CIVIC ELEVATOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CIVIC ELEVATOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion