How big is Upward and Onward Inc.'s plan?

Upward and Onward Inc.'s plan reported $236K in assets and 569 participants for 2024.

Original filing (PDF)20250718152022NAL0003325714001

Upward and Onward Inc.

Name: Upward and Onward Inc. — Upward and Onward Inc., Form 5500 (2024)
Creator: Upward and Onward Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upward and Onward Inc. 401(k) Plan

401(k) retirement plan · Upward and Onward Inc.'s Upward and Onward Inc. 401(k) Plan held $236K in plan assets for 569 participants in 2024.

Signals · 1

No auditor on file

Active participants

569

Accounts w/ balance

Plan assets (EOY)

$236K

Net assets (EOY)

$236K

People on this filing

Marcus Bowie signed Upward and Onward Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 and Onward Inc.'s EIN is 88-2257671.

EIN 88-2257671

Plan number 001

Plan year 2024

ACK ID 20250718152022NAL0003325714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upward and Onward Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upward and Onward Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 AND ONWARD INC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score