Original filing (PDF)20250806022246NAL0002257329001

UPSOURCED ACCOUNTING

Name: UPSOURCED ACCOUNTING — UPSOURCED ACCOUNTING 401(K) PLAN, Form 5500 (2024)
Creator: UPSOURCED ACCOUNTING

Form 5500-SF

FILING_RECEIVED

UPSOURCED ACCOUNTING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$832K

Net assets (EOY)

$832K

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.

Decision-maker contacts

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

Plan sponsor

Name

UPSOURCED ACCOUNTING

EIN

45-4393995

Address

4464 ZELLER RD. · COLUMBUS, OH · 43214

Phone

(614) 972-7168

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

STREAMLINED BUSINESS SOLUTIONS L

STREAMLINED 401(K) AND PROFIT SHARING PLAN

$834K · 41 participants

QED ANALYTICS, INC.

QED ANALYTICS, INC. 401(K) PLAN

$834K · 11 participants

LUDWIG BUSINESS CONSULTANTS, PLLC

LUDWIG BUSINESS CONSULTANTS 401(K) PLAN

$828K · 6 participants

SYZYGY BUSINESS LLC

SYZYGY 401(K) PLAN

$837K · 31 participants

RENDER ASSOCIATES, LLC

RENDER ASSOCIATES, LLC 401(K) PLAN

$827K · 6 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.