Plan Snapshot
- Plan Sponsor: Upward Services, INC.
- Sponsor EIN: 921029003
- Sponsor Address: 841 EARLEY FARM ROAD, AMHERST, VA, 24521
- Plan Type: 401(k)
- Total Participants: 2
- Total Assets: $338,330
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 2 | $338,330 | $0 | $30 |
| 2023 | 2 | $365,135 | $159 | $585 |
| 2022 | 2 | $168,006 | $0 | $0 |