How big is Uptick Marketing, Inc.'s plan?

Uptick Marketing, Inc.'s plan reported $157K in assets and 58 participants for 2024.

Original filing (PDF)20250726072544NAL0007378625001

Uptick Marketing, Inc.

Name: Uptick Marketing, Inc. — Infomedia Uptick 401(k), Form 5500 (2024)
Creator: Uptick Marketing, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Infomedia Uptick 401(k) Plan

401(k) retirement plan · Uptick Marketing, Inc.'s Infomedia Uptick 401(k) Plan held $157K in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$157K

Net assets (EOY)

$157K

People on this filing

Shirley Horner signed Uptick Marketing, Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Uptick Marketing, Inc.'s EIN is 47-2656764.

EIN 47-2656764

Plan number 002

Plan year 2024

ACK ID 20250726072544NAL0007378625001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Uptick Marketing, 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 UPTICK MARKETING, INC..

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Plan health score

Above-average plan

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

Knocking points off