P 401(k) Plan Report

Stable plan record

UPSWING RESEARCH & STRATEGY 401(K) PLAN

Sponsored by UPSWING RESEARCH & STRATEGY LLC · EIN/PN 333344221-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$1,621
Administrative cost per participant
2025
$42
Active participants
2025
6
Total plan assets
2025
$212,846
Participant loans as a share of assets
2025
3.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260505220607NAL00016415840946$1,621
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.