Original filing (PDF)20250722122217NAL0003485456001

UPSEARCH, LLC

Name: UPSEARCH, LLC — UPSEARCH, LLC 401(K) PLAN, Form 5500 (2024)
Creator: UPSEARCH, LLC

Form 5500-SF

FILING_RECEIVED

UPSEARCH, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$187K

Net assets (EOY)

$187K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPSEARCH, LLC.

Plan sponsor

Name

UPSEARCH, LLC

EIN

20-5219796

Address

177 FRONT STREET · BEREA, OH · 440171919

Phone

(440) 325-4106

Industry