Uaspire, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Uaspire, INC.
  • Sponsor EIN: 461314848
  • Sponsor Address: 6 LIBERTY SQUARE, BOSTON, MA, 02109
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 71
  • Total Assets: $5.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202371$5.2M$226,983$227,742
202268$2.2M$228,526$0

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