How big is Upwelling Capital Group LLC's plan?

Upwelling Capital Group LLC's plan reported $510K in assets and 8 participants for 2025.

Original filing (PDF)20260423220553NAL0002828531055

Upwelling Capital Group LLC

Name: Upwelling Capital Group LLC — Upwelling Capital, Form 5500 (2025)
Creator: Upwelling Capital Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upwelling Capital Group LLC 401(k) Plan

401(k) retirement plan · Upwelling Capital Group LLC's Upwelling Capital Group LLC 401(k) Plan held $510K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$510K

Net assets (EOY)

$510K

People on this filing

Elantha Barry signed Upwelling Capital Group 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

Upwelling Capital Group LLC's EIN is 45-2698237.

EIN 45-2698237

Plan number 001

Plan year 2025

ACK ID 20260423220553NAL0002828531055

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upwelling Capital Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upwelling Capital Group 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 UPWELLING CAPITAL GROUP LLC.

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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