What public Form 5500 filings show about the Upton KA Inc. 401(k) plan — and how to find and check your own account.
Upton KA Inc. (EIN 46-5491059) reports UPTON KA INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $144K in plan assets across 38 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 Upton KA Inc. filing — schedules, fees, and providers.
Upton KA Inc.’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 Upton KA Inc.HR for the recordkeeper’s name and login.