How big is Upworth PLLC's plan?

Upworth PLLC's plan reported $153K in assets and 2 participants for 2024.

Original filing (PDF)20251013093949NAL0000429443001

Upworth PLLC

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

Form 5500-SF

FILING_RECEIVED

Upworth 401(k) PSP

401(k) retirement plan · Upworth PLLC's Upworth 401(k) PSP held $153K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$153K

Net assets (EOY)

$153K

Plan identifiers

Upworth PLLC's EIN is 45-2047163.

EIN 45-2047163

Plan number 001

Plan year 2024

ACK ID 20251013093949NAL0000429443001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upworth PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

UPWORTH PLLC

EIN

all filings

Address

2111 E. HIGHLAND AVE. · SUITE B360 · PHOENIX, AZ · 85016

Phone

(602) 773-7650

Industry

CPA Offices· Professional & Technical Services

Plan administrator