How big is Upsearch, LLC's plan?

Upsearch, LLC's plan reported $187K in assets and 2 participants for 2024.

Original filing (PDF)20250722122217NAL0003485456001

Upsearch, LLC

Name: Upsearch, LLC — Upsearch, LLC 401(k) Plan, Form 5500 (2024)
Creator: Upsearch, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upsearch, LLC 401(k) Plan

401(k) retirement plan · Upsearch, LLC's Upsearch, LLC 401(k) Plan held $187K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$187K

Net assets (EOY)

$187K

People on this filing

Steve Renner signed Upsearch, LLC's 2024 Form 5500 as plan administrator.

Steve Renner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Upsearch, LLC's EIN is 20-5219796.

EIN 20-5219796

Plan number 001

Plan year 2024

ACK ID 20250722122217NAL0003485456001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upsearch, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upsearch, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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).

Plan sponsor

Name

UPSEARCH, LLC

EIN

all filings

Address

177 FRONT STREET · BEREA, OH · 440171919

Phone

(440) 325-4106

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator