Plan Snapshot
- Plan Sponsor: Upcap Services, INC.
- Sponsor EIN: 381957176
- Sponsor Address: PO BOX 606, ESCANABA, MI, 498290606
- Plan Type: 403(b)
- Total Participants: 82
- Total Assets: $12.2M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 82 | $12.2M | $366,685 | $309,367 |
| 2023 | 79 | $9.9M | $319,474 | $268,448 |
| 2022 | 89 | $8.2M | $301,830 | $267,131 |