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UPWARD AND ONWARD INC — UPWARD AND ONWARD INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250718152022NAL0003325714001
UPWARD AND ONWARD INC
Form 5500-SF
FILING_RECEIVED
UPWARD AND ONWARD INC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
569
Accounts w/ balance
18
Plan assets (EOY)
$236K
Net assets (EOY)
$236K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
UPWARD AND ONWARD INC
.
Find decision makers
Plan sponsor
Name
UPWARD AND ONWARD INC
EIN
88-2257671
Address
1209 ORANGE ST · WILMINGTON, DE · 19801
Phone
(650) 648-3012
Industry
Other Services (ex. Public Admin)
see all
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
2025-07-18
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
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65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 3% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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