How big is Uplvl, LLC's plan?

Uplvl, LLC's plan reported $949K in assets and 6 participants for 2024.

Original filing (PDF)20250423220518NAL0004270083032

Uplvl, LLC

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

Form 5500-SF

FILING_RECEIVED

Uplvl 401(k) Plan

401(k) retirement plan · Uplvl, LLC's Uplvl 401(k) Plan held $949K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$949K

Net assets (EOY)

$949K

Plan identifiers

Uplvl, LLC's EIN is 85-4272376.

EIN 85-4272376

Plan number 001

Plan year 2024

ACK ID 20250423220518NAL0004270083032

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Uplvl, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (94th percentile).

Plan sponsor

Name

UPLVL, LLC

EIN

all filings

Address

160 GLENDALE ROAD · HAMPDEN, MA · 01036

Phone

(617) 363-9033

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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