How big is Upper90 Capital Management,LP's plan?

Upper90 Capital Management,LP's plan reported $2.2M in assets and 16 participants for 2024.

Original filing (PDF)20250728155750NAL0002315857001

Upper90 Capital Management,LP

Name: Upper90 Capital Management,LP — Upper90 Captital, Form 5500 (2024)
Creator: Upper90 Capital Management,LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upper90 Captital Management 401(k)Plan

401(k) retirement plan · Upper90 Capital Management,LP's Upper90 Captital Management 401(k)Plan held $2.2M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Shanae Duley for TRPC signed Upper90 Capital Management,LP's 2024 Form 5500 as plan administrator.

Shanae Duley for TRPC — 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

Upper90 Capital Management,LP's EIN is 82-5296524.

EIN 82-5296524

Plan number 001

Plan year 2024

ACK ID 20250728155750NAL0002315857001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upper90 Capital Management,LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upper90 Capital Management,LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPPER90 CAPITAL MANAGEMENT,LP.

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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