· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UPPEREDGE SOLUTIONS, LLC — UPPEREDGE SOLUTIONS, LLC 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250724101707NAL0005776752001
UPPEREDGE SOLUTIONS, LLC
Form 5500-SF
FILING_RECEIVED
UPPEREDGE SOLUTIONS, LLC 401K PLAN
401(k) retirement plan
Active participants
47
Accounts w/ balance
44
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UPPEREDGE SOLUTIONS, LLC
.
Find decision makers
Plan sponsor
Name
UPPEREDGE SOLUTIONS, LLC
EIN
26-2718897
Address
184 HIGH STREET, SUITE 502 · BOSTON, MA · 02110
Phone
(617) 412-4328
Industry
Custom Computer Programming
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Custom Computer Programming plans
ETELLIGENT GROUP LLC
ETELLIGENT GROUP LLC 401(K) PLAN
$6.8M · 55 participants
SOFTWARE CONSULTING SERVICES, LLC
SOFTWARE CONSULTING SERVICES 401(K) SAVINGS PLAN
$6.8M · 20 participants
POPULI, INC.
POPULI, INC 401(K) PLAN
$6.8M · 33 participants
PREMIER SOFTWARE ASSOCIATES, INC.
PREMIER SOFTWARE ASSOCIATES, INC. 401(K) PLAN
$6.8M · 10 participants
CLOCKWORK ACTIVE MEDIA SYSTEMS, LLC
CLOCKWORK 401(K) PLAN
$6.8M · 45 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
WSG SYSTEMS CORP.
WSG SYSTEMS CORP. 401(K) PROFIT SHARING PLAN
$6.8M · 13 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
