# Upstack, INC. 401(k) Plan
Source: https://planprovider.pro/companies/upstack-inc-401k-plan

> Upstack, INC.'s 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upstack, INC.

- **Sponsor EIN:** 813151125

- **Sponsor Address:** 250 GREENWICH ST, NEW YORK, NY, 10007

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

- **Total Participants:** 162

- **Total Assets:** $6.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|162|$6.5M|$149,782|$1.5M|

| 2023|149|$4.5M|$150,000|$1.2M|

| 2022|115|$2.3M|$0|$688,828|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BLATT & DAUMANN, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$29,628|$27,100|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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