How big is Upturn, Inc.'s plan?

Upturn, Inc.'s plan reported $1.7M in assets and 12 participants for 2024.

Original filing (PDF)20250730164541NAL0010979570001

Upturn, Inc.

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

Form 5500-SF

FILING_RECEIVED

Upturn, Inc. Retirement Plan

403(b) retirement plan · Upturn, Inc.'s Upturn, Inc. Retirement Plan held $1.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Harlan YU signed Upturn, Inc.'s 2024 Form 5500 as plan administrator.

Harlan YU — 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

Upturn, Inc.'s EIN is 81-4574412.

EIN 81-4574412

Plan number 001

Plan year 2024

ACK ID 20250730164541NAL0010979570001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upturn, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UPTURN, INC.

EIN

all filings

Address

1015 15TH ST NW STE 600 · WASHINGTON, DC · 20005

Phone

(408) 544-0178

Industry

Other Services (ex. Public Admin)

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

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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