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  2. UPWELL VENTURES, LLC
Sponsor portfolio

UPWELL VENTURES, LLC

EIN 33-4105834-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
80
1875 N LAKEWOOD DR., SUITE 300 - COEUR DALENE, ID 83814509-252-1299
Plans on this EIN
2 filings
#001401k-$1.2M - 59 part#002CashBalance-$833K - 21 part

Retirement portfolio analytics

2 plans aggregated / $2.1M assets / 80 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • UPWELL VENTURES 401(K) (#001)60%
  • CASH BALANCE PENSION (#002)40%
Total $2.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UPWELL VENTURES 401(K) (#001)59
  • CASH BALANCE PENSION (#002)21
Total 80Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

UPWELL VENTURES 401(K) PLAN

401k

Assets$1.2M
Participants59
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UPWELL VENTURES CASH BALANCE PENSION PLAN

CashBalance

Assets$833K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UPWELL VENTURES 401(K) PLAN401k$1.2M592024
002UPWELL VENTURES CASH BALANCE PENSION PLANCashBalance$833K212024
Retirement plans
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