# Upward Unlimited, INC. 401(k) Plan
Source: https://planprovider.pro/companies/upward-unlimited-inc-401k-plan

> Upward Unlimited, INC.'s 401(k) plan: 52 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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