Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
UP SERVICES P.C.
EIN 38-2891100Health Care and Social AssistanceLatest filing 2024
Plans
2
Retirement
2
$6.2M assets
Welfare
0
Participants
38
5110 CRYSTAL CREEK LANE - WASHINGTON, MI 48094586-323-3620
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.2M assets / 38 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UP SERVICES P. C. DEFINED BENEFIT PENSION PLAN AND TRUST
CashBalance
Assets$4.2M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UP SERVICES, P. C. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$2.0M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UP SERVICES P. C. DEFINED BENEFIT PENSION PLAN AND TRUST | CashBalance | $4.2M | 18 | 2024 | |
| 001 | UP SERVICES, P. C. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $2.0M | 20 | 2024 |
Retirement plans