How big is Upsite Clinical Inc.'s plan?

Upsite Clinical Inc.'s plan reported $222K in assets and 15 participants for 2025.

Original filing (PDF)20260505135336NAL0000991505001

Upsite Clinical Inc.

Name: Upsite Clinical Inc. — Upsite Clinical Inc. 401(k), Form 5500 (2025)
Creator: Upsite Clinical Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upsite Clinical Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Upsite Clinical Inc.'s Upsite Clinical Inc. 401(k) Profit Sharing Plan & Trust held $222K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$222K

Net assets (EOY)

$222K

People on this filing

Edward Rojas signed Upsite Clinical Inc.'s 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Upsite Clinical Inc.'s EIN is 93-2758406.

EIN 93-2758406

Plan number 001

Plan year 2025

ACK ID 20260505135336NAL0000991505001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upsite Clinical Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upsite Clinical 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 UPSITE CLINICAL INC.

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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

Knocking points off