How big is Upwell Turtles' plan?

Upwell Turtles' plan reported $332K in assets and 6 participants for 2025.

Original filing (PDF)20260415234205NAL0024209299001

Upwell Turtles

Name: Upwell Turtles — Upwell Turtles 401(k) Profit, Form 5500 (2025)
Creator: Upwell Turtles
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upwell Turtles 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Upwell Turtles' Upwell Turtles 401(k) Profit Sharing Plan & Trust held $332K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

People on this filing

Kristin Reed signed Upwell Turtles' 2025 Form 5500 as plan administrator.

Kristin Reed — 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

Upwell Turtles' EIN is 82-1309235.

EIN 82-1309235

Plan number 001

Plan year 2025

ACK ID 20260415234205NAL0024209299001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upwell Turtles from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upwell Turtles' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPWELL TURTLES.

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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