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Original filing (PDF)20250729134436NAL0001658755001
FIRSTUP, INC.
Form 5500
FILING_RECEIVED
FIRSTUP, INC. 401(K)PLAN
401(k) retirement plan
Active participants
188
Accounts w/ balance
405
Plan assets (EOY)
$25.7M
Net assets (EOY)
$25.7M
How this plan invests
This plan
1 pooled trust
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRSTUP, INC..
Plan sponsor
Name
FIRSTUP, INC.
EIN
27-3839152
Address
1 MONTGOMERY ST · SUITE 2150 · SAN FRANCISCO, CA · 94104
Phone
(844) 975-2533
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ANDERS MINKLER HUBER & HELM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Investments
46 direct securities · 1 pooled fund· $25.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$25.6M
45 holdings
Common Collective Trust
$25K
1 holding
Mutual Funds
$25K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $4.4M | 17.2% | |
| T. Rowe Price Retirement I 2055 Fund | — | — | — | $3.7M | 14.2% | |
| T. Rowe Price Retirement I 2050 Fund | — | — | — | $2.7M | 10.4% | |
| T. Rowe Price Retirement I 2040 Fund | — | — | — | $2.3M | 9.1% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $1.3M | 5.3% | |
| T. Rowe Price Retirement I 2030 Fund | — | — | — | $1.2M | 4.7% | |
| T. Rowe Price Retirement I 2060 Fund | — | — | — | $1.2M | 4.6% | |
| T. Rowe Price Retirement I 2035 Fund | — | — | — | $1.0M | 4.1% | |
| Franklin Dynatech R6 | — | — | — | $909K | 3.5% | |
| Vanguard Energy Index AdmI | — | — | — | $907K | 3.5% | |
| Vanguard Growth Index Adm | — | — | — | $793K | 3.1% | |
| Fidelity Select Technology Fund | — | — | — | $681K | 2.7% | |
| PIMCO Commodities Plus Strategy Fund | — | — | — | $560K | 2.2% | |
| Vanguard Mid Cap Index Adm | — | — | — | $553K | 2.2% | |
| Vanguard Mid Cap Value Index Adm | — | — | — | $312K | 1.2% | |
| Vanguard Intermediate Bond Index Adm | — | — | — | $295K | 1.1% | |
| Vanguard Developing Markets Index Adm | — | — | — | $294K | 1.1% | |
| Vanguard Small Cap Value Index Adm | — | — | — | $249K | 1.0% | |
| Fidelity Emerging Markets K | — | — | — | $232K | 0.9% | |
| Fidelity Small Cap Index | — | — | — | $231K | 0.9% | |
| Vanguard Value Index Adm | — | — | — | $215K | 0.8% | |
| Alliance Bernstein Small Cap Growth Fund Z | — | — | — | $188K | 0.7% | |
| Oakmark Institutional Fund | — | — | — | $165K | 0.6% | |
| Loans to Participants * Plan Participants Notes receivable from participants (interest rates range from 9.00% to 9.50% with various maturities) | — | — | — | $139K | 0.5% | |
| Money Market Fund Gabelli US Treasury Money Market Account | — | — | — | $132K | 0.5% | |
| T. Rowe Price Retirement I 2025 Fund | — | — | — | $131K | 0.5% | |
| Fidelity Balanced Fund | — | — | — | $118K | 0.5% | |
| Calvert US Mid Cap Cri I 913 John Hancock Bond Fund R6 | — | — | — | $95K | 0.4% | |
| Blackrock Mid Cap Growth Equity Fund | — | — | — | $93K | 0.4% | |
| Putnam International Value Fund R6 | — | — | — | $78K | 0.3% | |
| Calvert US Large Cap Cri Fund | — | — | — | $63K | 0.2% | |
| Vanguard International Growth Adm | — | — | — | $52K | 0.2% | |
| Calvert International RSP Index Fund | — | — | — | $49K | 0.2% | |
| Vanguard Healthcare Index Adm | — | — | — | $47K | 0.2% | |
| Vanguard Real Estate Index Adm | — | — | — | $42K | 0.2% | |
| Vanguard Short term Inv Gr Adm | — | — | — | $41K | 0.2% | |
| CT STABLE INC I-0 AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $25K | <0.1% | |
| T.Rowe Price Retirement I 2015 Fund | Mutual Funds | — | — | $25K | <0.1% | |
| PGIM High Yield Fund R6 | — | — | — | $21K | <0.1% | |
| T. Rowe Price Retirement I 2065 Fund | — | — | — | $19K | <0.1% | |
| T. Rowe Price Retirement I 2020 Fund | — | — | — | $16K | <0.1% | |
| Invesco Gold Spl Min R6 | — | — | — | $15K | <0.1% | |
| Dimensional Fund Advisors Inflation Protected Securities Port | — | — | — | $14K | <0.1% | |
| PGIM J Utility Fund R6 | — | — | — | $9K | <0.1% | |
| Cohen & Steers Real Estate Fund Z | — | — | — | $7K | <0.1% | |
| Lord Abbett Bond Debenture R6 | — | — | — | $6K | <0.1% | |
| Dodge & Cox Global Bond Fund I | — | — | — | $3K | <0.1% |