Original filing (PDF)20250904075119NAL0016079217001

UPGRADE SERVICES, LLC

Name: UPGRADE SERVICES, LLC — UPGRADE SERVICES, LLC 401(K) PLAN, Form 5500 (2024)
Creator: UPGRADE SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

UPGRADE SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$724K

Net assets (EOY)

$724K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPGRADE SERVICES, LLC.

Plan sponsor

Name

UPGRADE SERVICES, LLC

EIN

45-5277598

Address

65 WEST 36TH STREET · 4TH FLOOR · NEW YORK, NY · 10018

Phone

(646) 741-2450

Industry

Admin Support & Waste Mgmtsee all

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

2025-09-04

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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