How big is Upchieve, Inc.'s plan?

Upchieve, Inc.'s plan reported $1.0M in assets and 28 participants for 2025.

Original filing (PDF)20260423220553NAL0002828531076

Upchieve, Inc.

Name: Upchieve, Inc. — Upchieve 401(k) Plan, Form 5500 (2025)
Creator: Upchieve, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upchieve 401(k) Plan

401(k) retirement plan · Upchieve, Inc.'s Upchieve 401(k) Plan held $1.0M in plan assets for 28 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Upchieve, Inc.'s EIN is 82-4456163.

EIN 82-4456163

Plan number 001

Plan year 2025

ACK ID 20260423220553NAL0002828531076

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Vendor & structure

100

Helping the score