Original filing (PDF)20250814200322NAL0009451411001

UPWARDLY GLOBAL, INC.

Name: UPWARDLY GLOBAL, INC. — UPWARDLY GLOBAL 403(B) PLAN, Form 5500 (2024)
Creator: UPWARDLY GLOBAL, INC.

Form 5500-SF

FILING_RECEIVED

UPWARDLY GLOBAL 403(B) PLAN

403(b) retirement plan

Active participants

107

Accounts w/ balance

105

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPWARDLY GLOBAL, INC..

Plan sponsor

Name

UPWARDLY GLOBAL, INC.

EIN

94-3346127

Address

505 8TH AVENUE · SUITE 1100 · NEW YORK, NY · 10018

Phone

(212) 219-8828

Industry

Admin Support & Waste Mgmtsee all

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

2025-08-14

Pension benefit codes

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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