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| Provider | Service type | Compensation |
|---|---|---|
ELEVATE 401K PLAN, LLC1+ years Filed as: ELEVATE401K, LLC Service code 14 · EIN 99-4625114 | Plan Administrator | $13,163 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $600 |
8 funds of $250K or more; 33 lines in all, holding $7.2M of the plan's $7.3M. From the 2025 filing. Recordkeeper: Elevate 401k Plan.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Fredm Index 30 Premr Fidelity (FMR) · Mutual fund Index | $1.9M | 27.2% |
| Fidelity Fredm Index 35 Premr Fidelity (FMR) · Mutual fund Index | $764K | 10.7% |
| MetLife GAC Series 25053 MetLife · Collective trust | $704K | 9.8% |
| Fidelity Fredm Index 45 Premr Fidelity (FMR) · Mutual fund Index | $604K | 8.4% |
| Fidelity Fredm Index 2060 Premr Fidelity (FMR) · Mutual fund Index | $374K | 5.2% |
| Fidelity Fredm Index 65 Premr Fidelity (FMR) · Mutual fund Index | $348K | 4.9% |
| Vanguard Information Technology Index Fund Admiral Shares Vanguard · Mutual fund Index | $329K | 4.6% |
| Fidelity Fredm Index 25 Premr Fidelity (FMR) · Mutual fund Index | $314K | 4.4% |
| Usaa Nasdaq 100 Index R6 Manager not matched · Mutual fund Index | $247K | 3.5% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $247K | 3.4% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.