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Original filing (PDF)20251013180602NAL0001818209001
UPSIDE SERVICES, INC.
Form 5500
FILING_RECEIVED
UPSIDE 401(K) PLAN
401(k) retirement plan
Active participants
262
Accounts w/ balance
266
Plan assets (EOY)
$17.7M
Net assets (EOY)
$17.7M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPSIDE SERVICES, INC..
Plan sponsor
Name
UPSIDE SERVICES, INC.
EIN
47-5651051
Address
455 MASSACHUSETTS AVENUE NW · SUITE 350 · WASHINGTON, DC · 20001
Phone
(800) 741-6726
Industry
Custom Computer Programming· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-08
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $17K | — |
Investments
19 direct securities· $17.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 " | — | — | — | $3.3M | 18.6% | |
| Fidelity Freedom 2045 " | — | — | — | $3.1M | 17.4% | |
| Fidelity Freedom 2060 " | — | — | — | $2.9M | 16.1% | |
| Fidelity Freedom 2055 " | — | — | — | $2.6M | 14.9% | |
| Fidelity 500 Index " | — | — | — | $1.9M | 11.0% | |
| Fidelity Freedom 2040 " | — | — | — | $1.2M | 6.9% | |
| Brokerage Link Self-directed brokerage account | — | — | — | $549K | 3.1% | |
| Fidelity Freedom 2035 " | — | — | — | $478K | 2.7% | |
| JPMorgan Large Cap Growth " | — | — | — | $361K | 2.0% | |
| Fidelity Freedom 2065 " | — | — | — | $230K | 1.3% | |
| Fidelity Extended Market Index " | — | — | — | $219K | 1.2% | |
| Fidelity Freedom 2030 " | — | — | — | $198K | 1.1% | |
| Fidelity Total International Index " | — | — | — | $187K | 1.1% | |
| DFA US Small Cap Mutual fund | — | — | — | $135K | 0.8% | |
| Fidelity US Bond Index " | — | — | — | $80K | 0.5% | |
| Fidelity Government Money Market " | — | — | — | $61K | 0.3% | |
| Dodge & Cox Stock " | — | — | — | $42K | 0.2% | |
| DFA World Ex US Core Equity " | — | — | — | $16K | <0.1% | |
| Dodge & Cox Income " | — | — | — | $14K | <0.1% |
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