How big is Upstream Media, Inc.'s plan?

Upstream Media, Inc.'s plan reported $859K in assets and 2 participants for 2024.

Original filing (PDF)20250818084741NAL0001881040001

Upstream Media, Inc.

Name: Upstream Media, Inc. — Upstream Media Inc. 401(k), Form 5500 (2024)
Creator: Upstream Media, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upstream Media Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Upstream Media, Inc.'s Upstream Media Inc. 401(k) Profit Sharing Plan held $859K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$859K

Net assets (EOY)

$859K

People on this filing

Jeremy J. Schira signed Upstream Media, Inc.'s 2024 Form 5500 as plan administrator.

Jeremy J. Schira — 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

Upstream Media, Inc.'s EIN is 31-1788415.

EIN 31-1788415

Plan number 001

Plan year 2024

ACK ID 20250818084741NAL0001881040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upstream Media, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upstream Media, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPSTREAM MEDIA, INC..

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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 average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

UPSTREAM MEDIA, INC.

EIN

all filings

Address

11297 GROOMS ROAD · BLUE ASH, OH · 45242

Phone

(513) 961-2500

Industry

Information / Tech / Media

Plan administrator