# Upstream Tech INC 401(k) Plan
Source: https://planprovider.pro/companies/natel-energy-inc-401k-plan

> Upstream Tech INC's 401(k) plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upstream Tech INC

- **Sponsor EIN:** 412186428

- **Sponsor Address:** 444 SOMERVILLE AVENUE, SOMERVILLE, MA, 02143

- **Plan Type:** 401(k)

- **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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