How big is Upswell LLC's plan?

Upswell LLC's plan reported $1.1M in assets and 10 participants for 2024.

Original filing (PDF)20250527132702NAL0003984867001

Upswell LLC

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

Form 5500-SF

FILING_RECEIVED

Upswell 401(k) Plan

401(k) retirement plan · Upswell LLC's Upswell 401(k) Plan held $1.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

ERIN Cheek signed Upswell LLC's 2024 Form 5500 as plan administrator.

ERIN Cheek — Plan Administrator — Form 5500 signer
Kieran Lynn — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Upswell LLC's EIN is 27-0965982.

EIN 27-0965982

Plan number 001

Plan year 2024

ACK ID 20250527132702NAL0003984867001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upswell 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 UPSWELL 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 (95th percentile).

Plan sponsor

Name

UPSWELL LLC

EIN

all filings

Address

555 SE MARTIN LUTHER KING JR. · BLVD,SUITE 520 · PORTLAND, OR · 97214

Phone

(971) 244-0142

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator