How big is Uplead LLC's plan?

Uplead LLC's plan reported $16K in assets and 4 participants for 2024.

Original filing (PDF)20250719140917NAL0004513344001

Uplead LLC

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

Form 5500-SF

FILING_RECEIVED

Uplead LLC 401(k)

401(k) retirement plan · Uplead LLC's Uplead LLC 401(k) held $16K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

People on this filing

Nick Rice signed Uplead LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Uplead LLC's EIN is 37-1853157.

EIN 37-1853157

Plan number 001

Plan year 2024

ACK ID 20250719140917NAL0004513344001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Uplead LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UPLEAD LLC

EIN

all filings

Address

440 N BARRANCA AVE STE 1022 · COVINA, CA · 91723

Phone

(716) 383-3686

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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