QIAN LIU signed Upkeep Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Upkeep Technologies, Inc.'s EIN is 81-4666212.
Download the official 2024 Form 5500 (PDF) for Upkeep Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Upkeep Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class | Mutual Funds | — | — | $1.5M | 45.5% | |
| Vanguard Funds Developed Markets Index Admiral | Mutual Funds | — | — | $482K | 15.0% | |
| Vanguard Group Bond Index Admiral Class | Mutual Funds | — | — | $352K | 11.0% | |
| Vanguard Emerging Markets Stock Admiral Class | Mutual Funds | — | — | $271K | 8.5% | |
| Vanguard Group Index 500 Admiral | Mutual Funds | — | — | $168K | 5.2% | |
| Vanguard Specialized Div REIT Index Fund Admiral | Common Collective Trusts | — | — | $147K | 4.6% | |
| Vanguard Group Long Term Bond Index Admiral ** 12 Vanguard Group Short Term Bond Index Admiral ** 60 Vanguard Short-Term Inflation Protected Securities Index Admiral ** 24 Vanguard Funds Total International Bond Index | Mutual Funds | — | — | $116K | 3.6% | |
| Vanguard Information Technology Index Admiral | Mutual Funds | — | — | $35K | 1.1% | |
| Vanguard Group Small Cap Value Index Admiral | Mutual Funds | — | — | $32K | 1.0% | |
| Participant loans receivable - 1 loan outstanding with - | Participant loans | — | — | $32K | 1.0% | |
| Vanguard Group Growth Index Admiral | Mutual Funds | — | — | $26K | 0.8% | |
| Vanguard Group Mid Cap Index Admiral | Mutual Funds | — | — | $21K | 0.7% | |
| Vanguard Group Mid-Cap Value Index Fund Admiral | Common Collective Trusts | — | — | $21K | 0.7% | |
| Non-interest bearing cash | Cash / Money Market | — | $16K | $16K | 0.5% | |
| Vanguard Group Value Index Admiral | Mutual Funds | — | — | $11K | 0.4% | |
| Vanguard Group Total Institutional Stock Index Admiral | Mutual Funds | — | — | $8K | 0.2% | |
| Vanguard Group FTSE Social Index Admiral | Mutual Funds | — | — | $5K | 0.2% | |
| Vanguard Group Large Cap Index Fund Admiral | Common Collective Trusts | — | — | $5K | 0.2% | |
| Vanguard European Stock Index Admiral | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
