How big is Upswell, LLC's plan?

Upswell, LLC's plan reported $3.3M in assets and 69 participants for 2024.

Original filing (PDF)20250730104536NAL0005396400001

Upswell, LLC

Name: Upswell, LLC — Upswell, LLC 401(k) Plan, Form 5500 (2024)
Creator: Upswell, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upswell, LLC 401(k) Plan

401(k) retirement plan · Upswell, LLC's Upswell, LLC 401(k) Plan held $3.3M in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Tanya Mansouri signed Upswell, LLC's 2024 Form 5500 as plan administrator.

Tanya Mansouri — 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

Upswell, LLC's EIN is 81-2695863.

EIN 81-2695863

Plan number 001

Plan year 2024

ACK ID 20250730104536NAL0005396400001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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.

Plan sponsor

Name

UPSWELL, LLC

EIN

all filings

Address

1850 PARKWAY PLACE SE, SUITE 100 · MARIETTA, GA · 30067

Phone

(310) 210-2950

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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