# Upcap Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/upcap-services-inc-plan

> Upcap Services, INC.'s 403(b) plan: 82 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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