How big is Uptick, LLC's plan?

Uptick, LLC's plan reported $337K in assets and 2 participants for 2024.

Original filing (PDF)20251012201441NAL0000484977001

Uptick, LLC

Name: Uptick, LLC — Uptick, LLC 401(k) Profit Sharing Plan, Form 5500 (2024)
Creator: Uptick, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Uptick, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Uptick, LLC's Uptick, LLC 401(k) Profit Sharing Plan held $337K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$337K

Net assets (EOY)

$337K

People on this filing

Srikant Krishna signed Uptick, LLC's 2024 Form 5500 as plan administrator.

Srikant Krishna — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Uptick, LLC's EIN is 83-4207814.

EIN 83-4207814

Plan number 001

Plan year 2024

ACK ID 20251012201441NAL0000484977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Uptick, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Uptick, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPTICK, LLC.

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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