How big is Uplift Partners, LLC's plan?

Uplift Partners, LLC's plan reported $185K in assets and 1 participants for 2023.

Original filing (PDF)20241002140455NAL0008886977001

Uplift Partners, LLC

Name: Uplift Partners, LLC — Uplift Partners, LLC 401(k), Form 5500 (2023)
Creator: Uplift Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Uplift Partners, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Uplift Partners, LLC's Uplift Partners, LLC 401(k) Profit Sharing Plan & Trust held $185K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$185K

Net assets (EOY)

$185K

People on this filing

Quinn Carlson signed Uplift Partners, LLC's 2023 Form 5500 as plan administrator.

Quinn Carlson — 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

Uplift Partners, LLC's EIN is 47-5114436.

EIN 47-5114436

Plan number 001

Plan year 2023

ACK ID 20241002140455NAL0008886977001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Uplift Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Uplift Partners, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

UPLIFT PARTNERS, LLC

EIN

all filings

Address

560 W. WASHINGTON BLVD., SUITE 340 · CHICAGO, IL · 60661

Phone

(312) 543-1815

Industry

Health Care & Social Assistance

Plan administrator