Original filing (PDF)20250721173237NAL0001499713001

INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP

Name: INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP — INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP 401(K) PLAN, Form 5500 (2024)
Creator: INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP

Form 5500-SF

FILING_RECEIVED

INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

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.

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.

Plan sponsor

Name

INSPIRE ADVISORS - UPWARD MANAGEMENT GROUP

EIN

87-2789711

Address

355 E CAMPUS VIEW BLVD · COLUMBUS, OH · 43235

Phone

(614) 683-8038

Industry

Finance & Insurancesee all

Plan administrator