How big is UP Capital Management, Inc.'s plan?

UP Capital Management, Inc.'s plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250924110430NAL0008048800001

UP Capital Management, Inc.

Name: UP Capital Management, Inc. — UP Capital 401(k) Plan, Form 5500 (2024)
Creator: UP Capital Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UP Capital 401(k) Plan

401(k) retirement plan · UP Capital Management, Inc.'s UP Capital 401(k) Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

UP Capital Management, Inc.'s EIN is 45-5618373.

EIN 45-5618373

Plan number 001

Plan year 2024

ACK ID 20250924110430NAL0008048800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for UP Capital Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UP CAPITAL MANAGEMENT, INC..

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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