Upcap Services, INC. 403(b) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Upcap Services, INC.
  • Sponsor EIN: 381957176
  • Sponsor Address: PO BOX 606, ESCANABA, MI, 498290606
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 103
  • Total Assets: $14.5M

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025103$14.5M$0$0
202482$12.2M$366,685$309,367
202379$9.9M$319,474$268,448
202289$8.2M$301,830$267,131

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