What public Form 5500 filings show about the Upward Wealth Inc. (DBA Brightup) 401(k) plan — and how to find and check your own account.
Upward Wealth Inc. (DBA Brightup) (EIN 84-4773320) reports UPWARD WEALTH INC. (DBA BRIGHTUP) 401(K) PLAN on its most recent Form 5500, with $137K in plan assets across 1 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 Upward Wealth Inc. (DBA Brightup) filing — schedules, fees, and providers.
Upward Wealth Inc. (DBA Brightup)’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 Upward Wealth Inc. (DBA Brightup)HR for the recordkeeper’s name and login.
