Plan Snapshot
- Plan Sponsor: Uptrend Partners INC.
- Sponsor EIN: 812796652
- Sponsor Address: 10844 HOBBS STATION ROAD, LOUISVILLE, KY, 40223
- Plan Type: DC
- Total Participants: 1
- Total Assets: $404,585
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 | 1 | $404,585 | $0 | $0 |
| 2023 | 1 | $439,431 | $36,079 | $0 |
| 2022 | 1 | $342,255 | $37,496 | $0 |