Plan Snapshot
- Plan Sponsor: Upward Unlimited, INC.
- Sponsor EIN: 571031173
- Sponsor Address: PO BOX 5157, SPARTANBURG, SC, 29304
- Plan Type: 401(k)
- Total Participants: 52
- Total Assets: $4.6M
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 | 52 | $4.6M | $56,521 | $283,035 |
| 2023 | 43 | $3.8M | $56,303 | $180,539 |
| 2022 | 39 | $4.2M | $60,843 | $180,678 |