Looking Upwards, Inc. 401 (K) Retirement Plan
Sponsored by Looking Upwards, Inc. · EIN 050376075 · Plan #001
- Total assets
- $9.1M
- Net assets
- $9.1M
- Active participants
- 561
- With balances
- 467
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping | $35,482 |
| Axa Advisors, Llc | Investment advisory (plan) | $20,671 |