How big is UP-SIDE Management Company's plan?

UP-SIDE Management Company's plan reported $765K in assets and 29 participants for 2024.

Original filing (PDF)20251013105915NAL0001155473001

UP-SIDE Management Company

Name: UP-SIDE Management Company — UP-SIDE Management, Form 5500 (2024)
Creator: UP-SIDE Management Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UP-SIDE Management 401(k) Profit Sharing Plan

401(k) retirement plan · UP-SIDE Management Company's UP-SIDE Management 401(k) Profit Sharing Plan held $765K in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$765K

Net assets (EOY)

$765K

Plan identifiers

UP-SIDE Management Company's EIN is 26-0204619.

EIN 26-0204619

Plan number 001

Plan year 2024

ACK ID 20251013105915NAL0001155473001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for UP-SIDE Management Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

UP-SIDE Management Company's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UP-SIDE MANAGEMENT COMPANY.

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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

UP-SIDE MANAGEMENT COMPANY

EIN

all filings

Address

324 E 3RD ST · JACKSONVILLE, FL · 322065102

Phone

(904) 423-0989

Industry

Construction

Plan administrator