Chris Watts signed Upward Projects' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Upward Projects' EIN is 82-3127811.
Download the official 2024 Form 5500 (PDF) for Upward Projects from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Upward Projects' 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL SECURITIES INC | 42-0941553 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $1.2M | 24.8% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $681K | 14.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $541K | 11.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $540K | 11.5% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $538K | 11.4% | |
| 2 Principal Life Insurance Company T. Rowe Price/Brown Advisory Large Cap Growth | Common Stocks | — | — | $470K | 10.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $470K | 10.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $287K | 6.1% | |
| 26 Principal Trust Company Fidelity 500 Index | Common Collective Trusts | — | — | $149K | 3.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $115K | 2.4% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $63K | 1.3% | |
| Notes Receivable from Participants Maturing at various times through 2029 -0- | Other securities | — | — | $37K | 0.8% | |
| 28 Principal Trust Company T. Rowe Price International US Small-Cap Growth Equity | Common Stocks | — | — | $22K | 0.5% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $16K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $10K | 0.2% | |
| 30 Principal Trust Company American Funds New World | Mutual Funds | — | — | $9K | 0.2% | |
| 31 Principal Trust Company Fidelity Total International Index | Mutual Funds | — | — | $8K | 0.2% | |
| 29 Principal Trust Company American Funds EuroPacific Growth | Mutual Funds | — | — | $8K | 0.2% | |
| 22 Principal Trust Company Fidelity US Bond Index | Mutual Funds | — | — | $5K | 0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $5K | 0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $5K | 0.1% | |
| 5 Principal Life Insurance Company Causeway/Barrow Hanley Overseas Separate Account ** 24 6 *Principal Life Insurance Company Principal Real Estate Global Real Estate | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $4K | <0.1% | |
| 20 Principal Trust Company Capital Research & Management Co American Funds Capital World Bond ** 200 21 Principal Trust Company Fidelity Inflation-Protected Bond Index | Mutual Funds | — | — | $3K | <0.1% | |
| 23 Principal Trust Company PGIM High Yield ** 508 24 Principal Trust Company PGIM Total Return Bond ** 50 25 Principal Trust Company Dimensional Fund Advisors US Large Cap Value | Mutual Funds | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2K | <0.1% | |
| 27 Principal Trust Company Dimensional Fund Advisors US Targeted Value | Mutual Funds | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $207 | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $51 | <0.1% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $24 | <0.1% |
