Plan Snapshot
- Plan Sponsor: Wheels Up Partners LLC
- Sponsor EIN: 454068474
- Sponsor Address: 601 WEST 26TH STREET, NEW YORK, NY, 10001
- Plan Type: 401(k)
- Total Participants: 1,447
- Total Assets: $182.0M
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 | 1,447 | $182.0M | $7.0M | $17.6M |
| 2023 | 1,736 | $176.1M | $16.2M | $26.5M |
| 2022 | 2,782 | $134.1M | $11.4M | $24.9M |
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 |
|---|---|---|---|---|
| FARBER, BLICHT, EYERMAN & HERZOG, L | Auditor | — | — | $0 |
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 | $164,926 | $65 | $600 | — | — |
| 2023 | $170,069 | $72 | $300 | — | — |
| 2022 | $132,812 | — | — | — | — |