What public Form 5500 filings show about the Upstream USA, Inc. 401(k) plan — and how to find and check your own account.
Upstream USA, Inc. (EIN 35-2581424) reports UPSTREAM 401(K) PLAN on its most recent Form 5500, with $17.5M in plan assets across 183 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 Upstream USA, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Upstream USA, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ADVISORY GROUP, ALLIANT INSURANCE SERVICES DBA.
