UPTAKE TECHNOLOGIES, INC. 401(k) Plan
What public Form 5500 filings show about the UPTAKE TECHNOLOGIES, INC. 401(k) plan — and how to find and check your own account.
The UPTAKE TECHNOLOGIES, INC. 401(k) on its latest Form 5500
UPTAKE TECHNOLOGIES, INC. (EIN 47-1427490) reports UPTAKE TECHNOLOGIES, INC. RETIREMENT TRUST on its most recent Form 5500, with $14.5M in plan assets across 53 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 UPTAKE TECHNOLOGIES, INC. filing — schedules, fees, and providers.
Who runs the UPTAKE TECHNOLOGIES, INC. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your UPTAKE TECHNOLOGIES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MMA SECURITIES.
How to check your UPTAKE TECHNOLOGIES, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask UPTAKE TECHNOLOGIES, INC. 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).