How big is Upstream Holdings, Inc.'s plan?

Upstream Holdings, Inc.'s plan reported $535K in assets and 13 participants for 2024.

Original filing (PDF)20250630132952NAL0027642498003

Upstream Holdings, Inc.

Name: Upstream Holdings, Inc. — Upstream Life 401(k), Form 5500 (2024)
Creator: Upstream Holdings, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upstream Life 401(k) Profit Sharing Plan

401(k) retirement plan · Upstream Holdings, Inc.'s Upstream Life 401(k) Profit Sharing Plan held $535K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$535K

Net assets (EOY)

$535K

People on this filing

Laurie Allen signed Upstream Holdings, Inc.'s 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Upstream Holdings, Inc.'s EIN is 82-3769038.

EIN 82-3769038

Plan number 001

Plan year 2024

ACK ID 20250630132952NAL0027642498003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upstream Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upstream Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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