How big is Upswing Research & Strategy LLC's plan?

Upswing Research & Strategy LLC's plan reported $213K in assets and 6 participants for 2025.

Original filing (PDF)20260505220607NAL0001641584094

Upswing Research & Strategy LLC

Name: Upswing Research & Strategy LLC — Upswing Research &, Form 5500 (2025)
Creator: Upswing Research & Strategy LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upswing Research & Strategy 401(k) Plan

401(k) retirement plan · Upswing Research & Strategy LLC's Upswing Research & Strategy 401(k) Plan held $213K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$213K

Net assets (EOY)

$213K

People on this filing

Elantha Barry signed Upswing Research & Strategy LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Upswing Research & Strategy LLC's EIN is 33-3344221.

EIN 33-3344221

Plan number 001

Plan year 2025

ACK ID 20260505220607NAL0001641584094

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upswing Research & Strategy LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upswing Research & Strategy LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPSWING RESEARCH & STRATEGY LLC.

Finding similar companies…

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