Daryl Ribeiro signed Upside Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Upside Services, Inc.'s EIN is 47-5651051.
Download the official 2024 Form 5500 (PDF) for Upside Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Upside Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2050 " | Mutual Funds | — | — | $3.3M | 18.6% | |
| Fidelity Freedom 2045 " | Mutual Funds | — | — | $3.1M | 17.4% | |
| Fidelity Freedom 2060 " | Mutual Funds | — | — | $2.9M | 16.1% | |
| Fidelity Freedom 2055 " | Mutual Funds | — | — | $2.6M | 14.9% | |
| Fidelity 500 Index " | Common Collective Trusts | — | — | $1.9M | 11.0% | |
| Fidelity Freedom 2040 " | Mutual Funds | — | — | $1.2M | 6.9% | |
| Brokerage Link Self-directed brokerage account | Self-Directed Brokerage | — | — | $549K | 3.1% | |
| Fidelity Freedom 2035 " | Mutual Funds | — | — | $478K | 2.7% | |
| JPMorgan Large Cap Growth " | Other securities | — | — | $361K | 2.0% | |
| Fidelity Freedom 2065 " | Mutual Funds | — | — | $230K | 1.3% | |
| Fidelity Extended Market Index " | Mutual Funds | — | — | $219K | 1.2% | |
| Fidelity Freedom 2030 " | Mutual Funds | — | — | $198K | 1.1% | |
| Fidelity Total International Index " | Mutual Funds | — | — | $187K | 1.1% | |
| DFA US Small Cap Mutual fund | Mutual Funds | — | — | $135K | 0.8% | |
| Fidelity US Bond Index " | Mutual Funds | — | — | $80K | 0.5% | |
| Fidelity Government Money Market " | Mutual Funds | — | — | $61K | 0.3% | |
| Dodge & Cox Stock " | Mutual Funds | — | — | $42K | 0.2% | |
| DFA World Ex US Core Equity " | Mutual Funds | — | — | $16K | <0.1% | |
| Dodge & Cox Income " | Mutual Funds | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
