How big is The Upside Agency, LLC's plan?

The Upside Agency, LLC's plan reported $345K in assets and 7 participants for 2024.

Original filing (PDF)20251014102319NAL0003647680001

The Upside Agency, LLC

Name: The Upside Agency, LLC — The Upside Agency 401(k), Form 5500 (2024)
Creator: The Upside Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Upside Agency 401(k) Plan

401(k) retirement plan · The Upside Agency, LLC's The Upside Agency 401(k) Plan held $345K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$345K

Net assets (EOY)

$345K

People on this filing

Jaime Wolanski signed The Upside Agency, LLC's 2024 Form 5500 as plan administrator.

Jaime Wolanski — 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

The Upside Agency, LLC's EIN is 83-1621802.

EIN 83-1621802

Plan number 001

Plan year 2024

ACK ID 20251014102319NAL0003647680001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Upside Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE UPSIDE AGENCY, LLC.

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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