How big is UP Above Management, PC's plan?

UP Above Management, PC's plan reported $66K in assets and 60 participants for 2023.

Original filing (PDF)20240930123647NAL0009394240001

UP Above Management, PC

Name: UP Above Management, PC — UP Above Management, PC, Form 5500 (2023)
Creator: UP Above Management, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UP Above Management, PC 401(k) Plan

401(k) retirement plan · UP Above Management, PC's UP Above Management, PC 401(k) Plan held $66K in plan assets for 60 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

People on this filing

Vanessa Urrego signed UP Above Management, PC's 2023 Form 5500 as plan administrator.

Vanessa Urrego — 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

UP Above Management, PC's EIN is 82-0695409.

EIN 82-0695409

Plan number 001

Plan year 2023

ACK ID 20240930123647NAL0009394240001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for UP Above Management, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

UP Above Management, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UP ABOVE MANAGEMENT, PC.

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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

Knocking points off