Upwork Retirement Savings Plan
Sponsored by Upwork Inc. · EIN 464337682 · Plan #001
- Total assets
- $122M
- Net assets
- $122M
- Active participants
- 619
- With balances
- 1,271
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $60,007 |
| Newfront | Investment advisory (plan) | $40,108 |
| Creative Planning | Investment advisory (plan) | $35,000 |