· 2022–2024 · DOL EFAST2

UP Above Management, PC — UP Above Management 401(k), Form 5500 (2025)

Original filing (PDF)20260624103453NAL0007913905001

UP Above Management, PC

Form 5500-SF

FILING_RECEIVED

UP Above Management 401(k) Plan

401(k) retirement plan · UP Above Management, PC's UP Above Management 401(k) Plan held $151K in plan assets for 73 participants in 2025.

Active participants

73

Accounts w/ balance

19

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

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

33

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

UP ABOVE MANAGEMENT, PC

EIN

82-0695409all filings

Address

7151 OFFICE CITY DRIVE · HOUSTON, TX · 77087

Phone

(832) 530-4070

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-24

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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