· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
UPWARD - UNITING PROFESSIONAL WOMEN ACCELERATING RELATIONSHIPS — UPWARD 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250823084724NAL0002990483001
UPWARD - UNITING PROFESSIONAL WOMEN ACCELERATING RELATIONSHIPS
Form 5500-SF
FILING_RECEIVED
UPWARD 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
2
Accounts w/ balance
1
Plan assets (EOY)
$50K
Net assets (EOY)
$50K
Plan health score (directional)
86
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UPWARD - UNITING PROFESSIONAL WOMEN ACCELERATING RELATIONSHIPS
.
Find decision makers
Plan sponsor
Name
UPWARD - UNITING PROFESSIONAL WOMEN ACCELERATING RELATIONSHIPS
EIN
46-3806904
Address
18500 AQUINO WAY · SARATOGA, CA · 95070
Phone
(408) 709-2499
Industry
Other Services (ex. Public Admin)
see 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
2025-08-23
Pension benefit codes
2A · Age/service weighted or new comparability
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
ENVIRONMENTAL COALITION OF SOUTH SEATTLE
ENVIRONMENTAL COALITION OF SOUTH SEATTLE 403(B) PLAN
$50K · 16 participants
HOPE COLLABORATIVE CHRISTIAN COMMUNITY DEVELOPMENT, INC.
AHEAD - HCC 401K PLAN
$50K · 6 participants
LINDSEY ADVOCACY TEAM LLC
LINDSEY ADVOCACY TEAM LLC
$50K · 6 participants
PETROLEUM INDUSTRY DATA EXCHANGE
PETROLEUM INDUSTRY DATA EXCHANGE INC 401K PLAN
$51K · 1 participants
CHARITYSMITH NONPROFIT FOUNDATION
CHARITYSMITH NATIONAL SOCIETY OF MEMORIAL FUNDS 401(K) PLAN
80
Knocking points off
50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$51K · 5 participants
OUTMEMPHIS
OUTMEMPHIS 401(K) PLAN
$51K · 16 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
