Original filing (PDF)20250718103630NAL0000726499001

UPEXI, INC.

Name: UPEXI, INC. — UPEXI, INC. 401(K) PLAN, Form 5500 (2024)
Creator: UPEXI, INC.

Form 5500-SF

FILING_RECEIVED

UPEXI, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$948K

Net assets (EOY)

$948K

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 UPEXI, INC..

Plan sponsor

Name

UPEXI, INC.

EIN

83-3378978

Address

3030 N ROCKY POINT DR W · SUITE 420 · TAMPA, FL · 33607

Phone

(727) 287-2800

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

CLINICAL TRIALS RESEARCH INC

CLINICAL TRIALS RESEARCH INC 401(K) PROFIT SHARING PLAN & TRUST

$951K · 12 participants

CINGULATE THERAPEUTICS, LLC

CINGULATE THERAPEUTICS 401(K) PLAN

$944K · 14 participants

ENCOLL CORP

ENCOLL CORP CASH BALANCE PLAN

$941K · 4 participants

ALETE ACTIVE NUTRITION, LLC

ALETE ACTIVE NUTRITION 401(K) PLAN

$939K · 14 participants

NUCLEUS RADIOPHARMA, INC.

NUCLEUS RADIOPHARMA, INC. 401(K) PLAN

$961K · 32 participants