Form 5500 Search

UPSTART WEALTH MANAGEMENT, LLC

EIN 47-2148111NEW YORK, NY

UPSTART WEALTH MANAGEMENT, LLC (EIN 47-2148111) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $305K in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
4
Total assets
$305K
A UPSTART WEALTH MANAGEMENT, LLC employee? See the UPSTART WEALTH MANAGEMENT, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 47-2148111

Form 5500 search →
PlanPlan #ParticipantsAssets
UPSTART WEALTH MANAGEMENT 401(K) PLAN0014$305K

About this EIN

47-2148111 is the Employer Identification Number (EIN) UPSTART WEALTH MANAGEMENT, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on New York EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

UPSTART WEALTH MANAGEMENT, LLC EIN & Form 5500