Nathan Rupiper signed Upright Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Upright Holdings, Inc.'s EIN is 82-3861073.
Download the official 2024 Form 5500 (PDF) for Upright Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Upright Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $64K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURLEIGH CONSULTING GROUP, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Trust Company | Common Stocks | — | — | $3.4M | 12.4% | |
| Empower Trust Company | Common Stocks | — | — | $2.9M | 10.5% | |
| Empower Trust Company | Common Stocks | — | — | $2.5M | 9.3% | |
| Empower Trust Company | Common Stocks | — | — | $2.0M | 7.3% | |
| Empower Trust Company | Common Stocks | — | — | $1.7M | 6.4% | |
| Empower Trust Company | Common Stocks | — | — | $1.7M | 6.3% | |
| Empower Trust Company | Common Stocks | — | — | $1.6M | 5.9% | |
| Empower Trust Company | Common Stocks | — | — | $1.5M | 5.4% | |
| Empower Trust Company | Common Stocks | — | — | $1.1M | 3.9% | |
| Empower Trust Company | Common Stocks | — | — | $1.0M | 3.8% | |
| Empower Trust Company | Common Stocks | — | — | $761K | 2.8% | |
| Empower Trust Company | Common Stocks | — | — | $741K | 2.7% | |
| Empower Trust Company | Common Stocks | — | — | $631K | 2.3% | |
| Empower Trust Company | Common Stocks | — | — | $545K | 2.0% | |
| Empower Trust Company | Common Stocks | — | — | $518K | 1.9% | |
| Empower Trust Company | Common Stocks | — | — | $494K | 1.8% | |
| Empower Trust Company | Common Stocks | — | — | $482K | 1.8% | |
| Empower Trust Company | Common Stocks | — | — | $401K | 1.5% | |
| GG CIT III FOR METLIFE GAC 25554 CL GREAT GRAY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $309K | 1.1% | |
| Empower Trust Company | Common Stocks | — | — | $283K | 1.0% | |
| Participant loans | Participant loans | — | — | $239K | 0.9% | |
| Empower Trust Company | Common Stocks | — | — | $236K | 0.9% | |
| Empower Trust Company | Common Stocks | — | — | $210K | 0.8% | |
| Empower Trust Company | Common Stocks | — | — | $196K | 0.7% | |
| Empower Trust Company | Common Stocks | — | — | $177K | 0.6% | |
| Empower Trust Company | Common Stocks | — | — | $173K | 0.6% | |
| Empower Trust Company | Common Stocks | — | — | $139K | 0.5% | |
| Empower Trust Company | Common Stocks | — | — | $124K | 0.5% | |
| Empower Trust Company | Common Stocks | — | — | $106K | 0.4% | |
| Empower Trust Company | Common Stocks | — | — | $97K | 0.4% | |
| Empower Trust Company | Common Stocks | — | — | $81K | 0.3% | |
| Empower Trust Company | Common Stocks | — | — | $61K | 0.2% | |
| Empower Trust Company | Common Stocks | — | — | $28K | 0.1% | |
| Empower Trust Company | Common Stocks | — | — | $15K | <0.1% | |
| Empower Trust Company | Common Stocks | — | — | $6K | <0.1% | |
| Empower Trust Company | Common Stocks | — | — | $5K | <0.1% | |
| Empower Trust Company | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 62-0842964 |
| MEMPHIS, TN |
| TPA |
| $29K |
| — |
