How big is Upward Bound House's plan?

Upward Bound House's plan reported $436K in assets and 31 participants for 2023.

Original filing (PDF)20240614170321NAL0032615617001

Upward Bound House

Name: Upward Bound House — Upward Bound House 401(k), Form 5500 (2023)
Creator: Upward Bound House
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upward Bound House 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Upward Bound House's Upward Bound House 401(k) Profit Sharing Plan and Trust held $436K in plan assets for 31 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$436K

Net assets (EOY)

$436K

People on this filing

Brady Miller signed Upward Bound House's 2023 Form 5500 as plan administrator.

Brady Miller — 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

Upward Bound House's EIN is 95-4288926.

EIN 95-4288926

Plan number 002

Plan year 2023

ACK ID 20240614170321NAL0032615617001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Upward Bound House from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Upward Bound House'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 UPWARD BOUND HOUSE.

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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