How big is Upstart Group, LLC's plan?

Upstart Group, LLC's plan reported $350K in assets and 6 participants for 2024.

Original filing (PDF)20250722145536NAL0002925825001

Upstart Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Upstart Group, LLC. 401(k) Plan

401(k) retirement plan · Upstart Group, LLC's Upstart Group, LLC. 401(k) Plan held $350K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$350K

Net assets (EOY)

$350K

People on this filing

SUE Weston signed Upstart Group, LLC's 2024 Form 5500 as plan administrator.

SUE Weston — 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

Upstart Group, LLC's EIN is 27-3114161.

EIN 27-3114161

Plan number 001

Plan year 2024

ACK ID 20250722145536NAL0002925825001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upstart Group, 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 UPSTART GROUP, 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