How big is Update Management Inc.'s plan?

Update Management Inc.'s plan reported $414K in assets and 11 participants for 2024.

Original filing (PDF)20250916135936NAL0004459490001

Update Management Inc.

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

Form 5500-SF

FILING_RECEIVED

Update Management 401(k) Profit Sharing Plan

401(k) retirement plan · Update Management Inc.'s Update Management 401(k) Profit Sharing Plan held $414K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

Plan identifiers

Update Management Inc.'s EIN is 93-1187105.

EIN 93-1187105

Plan number 001

Plan year 2024

ACK ID 20250916135936NAL0004459490001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

UPDATE MANAGEMENT INC.

EIN

all filings

Address

9600 SW OAK STREET, SUITE 565 · TIGARD, OR · 97223

Phone

(503) 253-9385

Industry

Admin Support & Waste Mgmt

Plan administrator