How big is Upward Bound Youth's plan?

Upward Bound Youth's plan reported $88K in assets and 17 participants for 2025.

Original filing (PDF)20260429122549NAL0005897827001

Upward Bound Youth

Name: Upward Bound Youth — Upward Bound Youth 401(k) Plan, Form 5500 (2025)
Creator: Upward Bound Youth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upward Bound Youth 401(k) Plan

401(k) retirement plan · Upward Bound Youth's Upward Bound Youth 401(k) Plan held $88K in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

People on this filing

Anthony Warren signed Upward Bound Youth's 2025 Form 5500 as plan administrator.

Anthony Warren — 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

Upward Bound Youth's EIN is 34-1850567.

EIN 34-1850567

Plan number 001

Plan year 2025

ACK ID 20260429122549NAL0005897827001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upward Bound Youth from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upward Bound Youth's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPWARD BOUND YOUTH.

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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