How big is Upgradecfo's plan?

Upgradecfo's plan reported $696K in assets and 4 participants for 2025.

Original filing (PDF)20260422220937NAL0004044369078

Upgradecfo

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

Form 5500-SF

FILING_RECEIVED

Upgradecfo 401(k) Plan

401(k) retirement plan · Upgradecfo's Upgradecfo 401(k) Plan held $696K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$696K

Net assets (EOY)

$696K

Plan identifiers

Upgradecfo's EIN is 83-4048544.

EIN 83-4048544

Plan number 001

Plan year 2025

ACK ID 20260422220937NAL0004044369078

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Upgradecfo'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 UPGRADECFO.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

UPGRADECFO

EIN

all filings

Address

7350 EL CAMINO REAL · SUITE 203 · ATASCADERO, CA · 93422

Phone

(805) 975-5129

Industry

Professional & Technical Services

Plan administrator