# Upstanding, LLC 401(k) Plan
Source: https://planprovider.pro/companies/upstanding-llc-401k-plan

> Upstanding, LLC's 401(k) plan: 211 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upstanding, LLC

- **Sponsor EIN:** 330644068

- **Sponsor Address:** 440 EXCHANGE, STE. 100, IRVINE, CA, 92602

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

- **Total Participants:** 211

- **Total Assets:** $32.8M

## 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|211|$32.8M|$601,782|$2.8M|

| 2023|220|$26.9M|$99,702|$2.4M|

| 2022|213|$21.8M|$1.2M|$2.1M|

## 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|

| PENSIONMARK FINANCIAL GROUP, LLC|INVESTMENT/FINANCIAL ADVI|$42,167|—|$42,167|

| ADP, INC.|RECORD KEEPER|$34,210|—|$34,210|

| DAVID L. BUCK CPA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [DAVID L. BUCK CPA](https://planprovider.pro/provider/david-l-buck-cpa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,377

- **Estimated Expense Ratio:** 0.233% of plan assets

### 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|$76,377|$42,167|—|—|—|

| 2023|$68,311|$36,920|—|—|—|

| 2022|$68,714|—|—|—|—|

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