How big is Upexi, Inc.'s plan?

Upexi, Inc.'s plan reported $1.6M in assets and 52 participants for 2025.

Original filing (PDF)20260304135527NAL0002023795001

Upexi, Inc.

Name: Upexi, Inc. — Upexi, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Upexi, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upexi, Inc. 401(k) Plan

401(k) retirement plan · Upexi, Inc.'s Upexi, Inc. 401(k) Plan held $1.6M in plan assets for 52 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Upexi, Inc.'s EIN is 83-3378978.

EIN 83-3378978

Plan number 001

Plan year 2025

ACK ID 20260304135527NAL0002023795001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upexi, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upexi, Inc.'s plan includes a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UPEXI, INC.

EIN

all filings

Address

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

Phone

(727) 287-2800

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-04

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

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