Plan Snapshot
- Plan Sponsor: Upper Wellness INC.
- Sponsor EIN: 881340251
- Sponsor Address: 182 PARAGGI COURT, CLAYTON, NC, 27527
- Plan Type: DC
- Total Participants: 2
- Total Assets: $69,889
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 2 | $69,889 | $0 | $0 |
| 2023 | 2 | $449,002 | $0 | $0 |
| 2022 | 2 | $400,000 | $0 | $0 |