# Up-Lifting Expectations, INC. 401(k) Plan
Source: https://planprovider.pro/companies/up-lifting-expectations-inc-820899048-001

> Up-Lifting Expectations, INC.'s 401(k) plan: 2 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Up-Lifting Expectations, INC.

- **Sponsor EIN:** 820899048

- **Sponsor Address:** 719 NEELY RD, BREVARD, NC, 28712

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

- **Plan Number:** 001

- **Total Participants:** 2

- **Total Assets:** $616,328

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|2|$616,328|$0|$0|

| 2024|2|$616,333|$277|$1,166|

| 2023|2|$624,298|$789|$986|

| 2022|3|$626,483|$941|$1,197|

## Similar Plans

- [Pinehurst, LLC](https://planprovider.pro/companies/pinehurst-llc-401k-plan) — 1,037 participants

- [Pinehurst, LLC](https://planprovider.pro/companies/pinehurst-llc-751945201-501) — 653 participants

- [Mcconnell Golf, LLC](https://planprovider.pro/companies/mcconnell-golf-llc-401k-plan) — 606 participants

- [Otgp Management, LLC](https://planprovider.pro/companies/otgp-management-llc-401k-plan) — 515 participants

- [Us National Whitewater Center](https://planprovider.pro/companies/us-national-whitewater-center-plan) — 442 participants

- [Greensboro Country Club](https://planprovider.pro/companies/greensboro-country-club-401k-plan) — 384 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/up-lifting-expectations-inc-820899048-001)

© 2026 PlanProvider.Pro