How big is Upslope Advisors Inc.'s plan?

Upslope Advisors Inc.'s plan reported $715K in assets and 29 participants for 2024.

Original filing (PDF)20251008053428NAL0005177601001

Upslope Advisors Inc.

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

Form 5500-SF

FILING_RECEIVED

Upslope Advisors 401(k) Plan

401(k) retirement plan · Upslope Advisors Inc.'s Upslope Advisors 401(k) Plan held $715K in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$715K

Net assets (EOY)

$715K

People on this filing

Aaron Kelley signed Upslope Advisors Inc.'s 2024 Form 5500 as plan administrator.

Aaron Kelley — 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

Upslope Advisors Inc.'s EIN is 47-4421710.

EIN 47-4421710

Plan number 001

Plan year 2024

ACK ID 20251008053428NAL0005177601001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upslope Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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