How big is UPIC Solutions' plan?

UPIC Solutions' plan reported $4.2M in assets and 55 participants for 2024.

Original filing (PDF)20251013124048NAL0001964496001

UPIC Solutions

Name: UPIC Solutions — UPIC Retirement Plan, Form 5500 (2024)
Creator: UPIC Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UPIC Retirement Plan

401(k) retirement plan · UPIC Solutions' UPIC Retirement Plan held $4.2M in plan assets for 55 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan identifiers

UPIC Solutions' EIN is 61-1386122.

EIN 61-1386122

Plan number 001

Plan year 2024

ACK ID 20251013124048NAL0001964496001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

UPIC Solutions' 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 UPIC SOLUTIONS.

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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