# Uptrend Partners INC. DC Plan
Source: https://planprovider.pro/companies/uptrend-partners-inc-plan

> Uptrend Partners INC.'s DC plan: 1 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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