How big is Upstox USA, Inc.'s plan?

Upstox USA, Inc.'s plan reported $350K in assets and 3 participants for 2024.

Original filing (PDF)20250707112204NAL0008859874001

Upstox USA, Inc.

Name: Upstox USA, Inc. — Upstox USA, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Upstox USA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upstox USA, Inc. 401(k) Plan

401(k) retirement plan · Upstox USA, Inc.'s Upstox USA, Inc. 401(k) Plan held $350K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$350K

Net assets (EOY)

$350K

Plan identifiers

Upstox USA, Inc.'s EIN is 84-3152095.

EIN 84-3152095

Plan number 001

Plan year 2024

ACK ID 20250707112204NAL0008859874001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upstox USA, Inc.'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 UPSTOX USA, INC..

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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