Original filing (PDF)20240405113416NAL0017456193001

Upton Home Services, Inc. DBA Upton Air

Name: Upton Home Services, Inc. DBA Upton Air — Form 5500 Plan 001 (2023)
Creator: Upton Home Services, Inc. DBA Upton Air
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upton Air 401(k) Plan

401(k) retirement plan · Upton Home Services, Inc. DBA Upton Air's Upton Air 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Upton Home Services, Inc. DBA Upton Air's EIN is 83-2913120.

EIN 83-2913120

Plan number 001

Plan year 2023

ACK ID 20240405113416NAL0017456193001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Upton Home Services, Inc. DBA Upton Air from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Upton Home Services, Inc. DBA Upton Air'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 UPTON HOME SERVICES, INC. DBA UPTON AIR.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score