UPWARD WEALTH INC. (DBA BRIGHTUP) 401(k) Plan
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.
The UPWARD WEALTH INC. (DBA BRIGHTUP) 401(k) on its latest Form 5500
UPWARD WEALTH INC. (DBA BRIGHTUP) (EIN 84-4773320) reports UPWARD WEALTH INC. (DBA BRIGHTUP) 401(K) PLAN on its most recent Form 5500, with $107K in plan assets across 4 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.
Who runs the UPWARD WEALTH INC. (DBA BRIGHTUP) 401(k)?
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.
How to check your UPWARD WEALTH INC. (DBA BRIGHTUP) 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask UPWARD WEALTH INC. (DBA BRIGHTUP) 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).