Upstack 401(k) Plan
Sponsored by Upstack, Inc. · EIN 813151125 · Plan #001
- Total assets
- $6.5M
- Net assets
- $6.5M
- Active participants
- 162
- With balances
- 157
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Cetera Investment Advisers Llc | Recordkeeping, Trustee (institutional), Other services | $27,100 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $2,527 |