# Upward Health National LLC 401(k) Plan
Source: https://planprovider.pro/companies/upward-health-national-llc-401k-plan

> Upward Health National LLC's 401(k) plan: 413 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upward Health National LLC

- **Sponsor EIN:** 815479992

- **Sponsor Address:** 188 VALLEY ST, BLDG 2, PROVIDENCE, RI, 02909

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

- **Total Participants:** 413

- **Total Assets:** $4.4M

## 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|413|$4.4M|$661,407|$924,331|

| 2023|310|$3.5M|$598,935|$787,139|

| 2022|304|$2.0M|$341,172|$481,738|

## 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|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — 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|$10,787|$3,179|—|—|—|

| 2023|$6,214|$2,010|—|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Northwest Community Health Care](https://planprovider.pro/companies/northwest-community-health-care-401k-plan) — 160 participants

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