How big is Upward Financial Inc.'s plan?

Upward Financial Inc.'s plan reported $163K in assets and 9 participants for 2025.

Original filing (PDF)20260501220750NAL0001178243025

Upward Financial Inc.

Name: Upward Financial Inc. — Upward Financial Inc. 401(k), Form 5500 (2025)
Creator: Upward Financial Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upward Financial Inc. 401(k) Plan

401(k) retirement plan · Upward Financial Inc.'s Upward Financial Inc. 401(k) Plan held $163K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$163K

Net assets (EOY)

$163K

People on this filing

Elantha Barry signed Upward Financial Inc.'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 Financial Inc.'s EIN is 87-1130824.

EIN 87-1130824

Plan number 001

Plan year 2025

ACK ID 20260501220750NAL0001178243025

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Upward Financial Inc.'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 FINANCIAL 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