How big is Upstream Academy, LLC's plan?

Upstream Academy, LLC's plan reported $1.2M in assets and 4 participants for 2025.

Original filing (PDF)20260312142656NAL0007570930001

Upstream Academy, LLC

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

Form 5500-SF

FILING_RECEIVED

Upstream Academy 401(k) Plan

401(k) retirement plan · Upstream Academy, LLC's Upstream Academy 401(k) Plan held $1.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Upstream Academy, LLC's EIN is 46-1991642.

EIN 46-1991642

Plan number 001

Plan year 2025

ACK ID 20260312142656NAL0007570930001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Upstream Academy, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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