Plan Snapshot
- Plan Sponsor: Upstream Tech INC
- Sponsor EIN: 412186428
- Sponsor Address: 444 SOMERVILLE AVENUE, SOMERVILLE, MA, 02143
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 40
- Total Assets: $2.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 40 | $2.8M | $151,546 | $644,268 |
| 2023 | 70 | $4.6M | $147,163 | $964,406 |
| 2022 | 78 | $3.3M | $116,734 | $747,846 |
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