How big is Inspire Advisors - Upward Management Group's plan?

Inspire Advisors - Upward Management Group's plan reported $49K in assets and 3 participants for 2024.

Original filing (PDF)20250721173237NAL0001499713001

Inspire Advisors - Upward Management Group

Name: Inspire Advisors - Upward Management Group — Form 5500 Plan 001 (2024)
Creator: Inspire Advisors - Upward Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Inspire Advisors - Upward Management Group 401(k) Plan

401(k) retirement plan · Inspire Advisors - Upward Management Group's Inspire Advisors - Upward Management Group 401(k) Plan held $49K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

Plan identifiers

Inspire Advisors - Upward Management Group's EIN is 87-2789711.

EIN 87-2789711

Plan number 001

Plan year 2024

ACK ID 20250721173237NAL0001499713001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Inspire Advisors - Upward Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Inspire Advisors - Upward Management Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP.

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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