How big is Upwardly Global, Inc.'s plan?

Upwardly Global, Inc.'s plan reported $2.8M in assets and 107 participants for 2024.

Original filing (PDF)20250814200322NAL0009451411001

Upwardly Global, Inc.

Name: Upwardly Global, Inc. — Upwardly Global 403(b) Plan, Form 5500 (2024)
Creator: Upwardly Global, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upwardly Global 403(b) Plan

403(b) retirement plan · Upwardly Global, Inc.'s Upwardly Global 403(b) Plan held $2.8M in plan assets for 107 participants in 2024.

Active participants

107

Accounts w/ balance

105

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

MAHA ALI signed Upwardly Global, Inc.'s 2024 Form 5500 as plan administrator.

MAHA ALI — 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

Upwardly Global, Inc.'s EIN is 94-3346127.

EIN 94-3346127

Plan number 001

Plan year 2024

ACK ID 20250814200322NAL0009451411001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upwardly Global, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off