# Upstream Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/upstream-usa-inc-401k-plan

> Upstream Usa, INC.'s 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upstream Usa, INC.

- **Sponsor EIN:** 352581424

- **Sponsor Address:** 2 OLIVER ST SUITE 402, BOSTON, MA, 02109

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

- **Total Participants:** 183

- **Total Assets:** $17.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|183|$17.5M|$1.2M|$2.0M|

| 2023|181|$13.1M|$973,899|$1.7M|

| 2022|155|$8.0M|$754,838|$1.4M|

## 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|

| LEE CPA AUDIT GROUP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/lee-cpa-audit-group) — Auditor

## 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|$67,096|$39,700|—|—|—|

| 2023|$42,621|$24,259|—|—|—|

| 2022|$12,055|—|$10,230|—|—|

## Similar Plans

- [South Shore Elder Services, INC.](https://planprovider.pro/companies/south-shore-elder-services-inc-401k-plan) — 175 participants

- [18 Degrees, INC.](https://planprovider.pro/companies/18-degrees-inc-plan) — 175 participants

- [Coastline Elderly Services, INC.](https://planprovider.pro/companies/coastline-elderly-services-inc-403b-plan-004) — 174 participants

- [Fcp, INC.](https://planprovider.pro/companies/fcp-inc-401k-plan-002) — 192 participants

- [Boston Behavior Learning Centers, LLC](https://planprovider.pro/companies/boston-behavior-learning-centers-llc-401k-plan) — 172 participants

- [The Key Program, INC.](https://planprovider.pro/companies/the-key-program-inc-plan-001) — 168 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/upstream-usa-inc-401k-plan)

© 2026 PlanProvider.Pro