Upright Holdings Retirement Savings Plan
Sponsored by Upright Holdings, Inc. · EIN 823861073 · Plan #001
- Total assets
- $27.3M
- Net assets
- $27.3M
- Active participants
- 628
- With balances
- 736
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Ame | Recordkeeping fees | $63,668 |
| Burleigh Consulting Group, Inc. | Contract administrator | $29,458 |
| Empower Advisory Group, Llc | Investment management | $4,943 |