How big is UP Services, P.C.'s plan?

UP Services, P.C.'s plan reported $2.0M in assets and 15 participants for 2024.

Original filing (PDF)20250523081833NAL0002929171001

UP Services, P.C.

Name: UP Services, P.C. — UP Services, P. C. 401(k) Profit, Form 5500 (2024)
Creator: UP Services, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UP Services, P. C. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · UP Services, P.C.'s UP Services, P. C. 401(k) Profit Sharing Plan and Trust held $2.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

JEFF Fortuna signed UP Services, P.C.'s 2024 Form 5500 as plan administrator.

JEFF Fortuna — 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

UP Services, P.C.'s EIN is 38-2891100.

EIN 38-2891100

Plan number 001

Plan year 2024

ACK ID 20250523081833NAL0002929171001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for UP Services, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

UP Services, P.C.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UP SERVICES, P.C..

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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