Original filing (PDF)20240405113416NAL0017456193001

UPTON HOME SERVICES, INC. DBA UPTON AIR

Name: UPTON HOME SERVICES, INC. DBA UPTON AIR — UPTON AIR 401(K) PLAN, Form 5500 (2023)
Creator: UPTON HOME SERVICES, INC. DBA UPTON AIR

Form 5500-SF

FILING_RECEIVED

UPTON AIR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPTON HOME SERVICES, INC. DBA UPTON AIR.

Plan sponsor

Name

UPTON HOME SERVICES, INC. DBA UPTON AIR

EIN

83-2913120

Address

7110 E ACAMPO ROAD · ACAMPO, CA · 95220

Phone

(916) 400-4572

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-15

Filed

2024-04-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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