Original filing (PDF)20251105220010NAL0022371474001

UP ENGINEERING, LLC

Name: UP ENGINEERING, LLC — UP ENGINEERING 401(K) PLAN, Form 5500 (2024)
Creator: UP ENGINEERING, LLC

Form 5500-SF

FILING_RECEIVED

UP ENGINEERING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UP ENGINEERING, LLC.

Plan sponsor

Name

UP ENGINEERING, LLC

EIN

81-2758541

Address

111 TOWER DR · STE. 325 · SAN ANTONIO, TX · 78232

Phone

(210) 774-5504

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-05-27

Filed

2025-11-05

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

CLOUGH USA, INC.

CLOUGH USA & AFFILIATES 401(K) AND RETIREMENT PLAN

SWE, INC.

SWE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

EST, INC.

EST, INC. 401(K) PLAN

GAMBLE ENGINEERING & ASSOCIATES, INC.

GAMBLE ENGINEERING & ASSOCIATES, INC. PROFIT SHARING PLAN

ALLIANCE-TEXAS ENGINEERING COMPANY

ALLIANCE TRANSPORTATION GROUP CASH BALANCE PLAN