UP MANAGEMENT, LLC 401(k) Plan
What public Form 5500 filings show about the UP MANAGEMENT, LLC 401(k) plan — and how to find and check your own account.
The UP MANAGEMENT, LLC 401(k) on its latest Form 5500
UP MANAGEMENT, LLC (EIN 80-0953796) reports UP MANAGEMENT, LLC 401(K) PLAN on its most recent Form 5500, with $3.4M in plan assets across 208 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 UP MANAGEMENT, LLC filing — schedules, fees, and providers.
Who runs the UP MANAGEMENT, LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your UP MANAGEMENT, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAVANT WEALTH MANAGEMENT.
How to check your UP MANAGEMENT, LLC 401(k)
- Log in to John Hancock’s participant portal (the site on your statements).
- Ask UP MANAGEMENT, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).