Original filing (PDF)20240930123647NAL0009394240001

UP ABOVE MANAGEMENT, PC

Name: UP ABOVE MANAGEMENT, PC — UP ABOVE MANAGEMENT, PC 401(K) PLAN, Form 5500 (2023)
Creator: UP ABOVE MANAGEMENT, PC

Form 5500-SF

FILING_RECEIVED

UP ABOVE MANAGEMENT, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

Plan health score

/ 100

Grade B

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UP ABOVE MANAGEMENT, PC.

Plan sponsor

Name

UP ABOVE MANAGEMENT, PC

EIN

82-0695409

Address

7151 OFFICE CITY DRIVE · SUITE 100 · HOUSTON, TX · 77087

Phone

(832) 530-4070

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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