How big is Upwind's plan?

Upwind's plan reported $56K in assets and 25 participants for 2024.

Original filing (PDF)20250612034054NAL0027802080001

Upwind

Name: Upwind — Upwind 401(k) Plan, Form 5500 (2024)
Creator: Upwind
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upwind 401(k) Plan

401(k) retirement plan · Upwind's Upwind 401(k) Plan held $56K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Amiram Shachar signed Upwind's 2024 Form 5500 as plan administrator.

Amiram Shachar — 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

Upwind's EIN is 88-3653227.

EIN 88-3653227

Plan number 001

Plan year 2024

ACK ID 20250612034054NAL0027802080001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upwind's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPWIND.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

UPWIND

EIN

all filings

Address

1631 WOOLSEY ST · BERKELEY, CA · 94703

Phone

(925) 818-8595

Industry

Professional & Technical Services

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

2025-06-12

Pension benefit codes

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)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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