How big is Upwave, Inc.'s plan?

Upwave, Inc.'s plan reported $4.4M in assets and 27 participants for 2025.

Original filing (PDF)20260409220130NAL0013484832014

Upwave, Inc.

Name: Upwave, Inc. — Upwave 401(k) Plan, Form 5500 (2025)
Creator: Upwave, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upwave 401(k) Plan

401(k) retirement plan · Upwave, Inc.'s Upwave 401(k) Plan held $4.4M in plan assets for 27 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

Upwave, Inc.'s EIN is 45-5341805.

EIN 45-5341805

Plan number 001

Plan year 2025

ACK ID 20260409220130NAL0013484832014

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upwave, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upwave, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (95th percentile).

Plan sponsor

Name

UPWAVE, INC.

EIN

all filings

Address

35640 FREMONT BLVD · #359 · FREMONT, CA · 94536

Phone

(800) 736-0025

Industry

Professional & Technical Services

Plan administrator