How big is Uptrend Advisory's plan?

Uptrend Advisory's plan reported $371K in assets and 3 participants for 2024.

Original filing (PDF)20250926005325NAL0010309136001

Uptrend Advisory

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

Form 5500-SF

FILING_RECEIVED

Uptrend Advisory 401(k) Plan

401(k) retirement plan · Uptrend Advisory's Uptrend Advisory 401(k) Plan held $371K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$371K

Net assets (EOY)

$371K

People on this filing

Jason Stoch signed Uptrend Advisory's 2024 Form 5500 as plan administrator.

Jason Stoch — 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

Uptrend Advisory's EIN is 84-5102986.

EIN 84-5102986

Plan number 001

Plan year 2024

ACK ID 20250926005325NAL0010309136001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Uptrend Advisory's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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