How big is Upward PATH Institute's plan?

Upward PATH Institute's plan reported $56K in assets and 5 participants for 2024.

Original filing (PDF)20250613144410NAL0051530834001

Upward PATH Institute

Name: Upward PATH Institute — Upward PATH Institute 401(k), Form 5500 (2024)
Creator: Upward PATH Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upward PATH Institute 401(k) Plan

401(k) retirement plan · Upward PATH Institute's Upward PATH Institute 401(k) Plan held $56K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Nick Rice signed Upward PATH Institute's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Upward PATH Institute's EIN is 47-4817794.

EIN 47-4817794

Plan number 001

Plan year 2024

ACK ID 20250613144410NAL0051530834001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upward PATH Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upward PATH Institute's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPWARD PATH INSTITUTE.

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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