How big is Upward Wealth Inc. (DBA Brightup)'s plan?

Upward Wealth Inc. (DBA Brightup)'s plan reported $137K in assets and 1 participants for 2025.

Original filing (PDF)20260423220931NAL0002764931061

Upward Wealth Inc. (DBA Brightup)

Name: Upward Wealth Inc. (DBA Brightup) — Upward Wealth, Form 5500 (2025)
Creator: Upward Wealth Inc. (DBA Brightup)
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upward Wealth Inc. (DBA Brightup) 401(k) Plan

401(k) retirement plan · Upward Wealth Inc. (DBA Brightup)'s Upward Wealth Inc. (DBA Brightup) 401(k) Plan held $137K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$137K

Net assets (EOY)

$137K

People on this filing

Elantha Barry signed Upward Wealth Inc. (DBA Brightup)'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Upward Wealth Inc. (DBA Brightup)'s EIN is 84-4773320.

EIN 84-4773320

Plan number 001

Plan year 2025

ACK ID 20260423220931NAL0002764931061

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upward Wealth Inc. (DBA Brightup) from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upward Wealth Inc. (DBA Brightup)'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 UPWARD WEALTH INC. (DBA BRIGHTUP).

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

UPWARD WEALTH INC. (DBA BRIGHTUP)

EIN

all filings

Address

130 SUMMER STREET · WESTON, MA · 02493

Phone

(833) 513-1302

Industry

Finance & Insurance

Plan administrator