What public Form 5500 filings show about the Michael D. Upwall PC 401(k) plan — and how to find and check your own account.
Michael D. Upwall PC (EIN 46-0515220) reports UPWALL DESIGN RETIREMENT PLAN on its most recent Form 5500, with $2.5M in plan assets across 18 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Michael D. Upwall PC filing — schedules, fees, and providers.
Michael D. Upwall PC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Michael D. Upwall PCHR for the recordkeeper’s name and login.
