Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL D. UPWALL PC
EIN 46-0515220architecture & planningLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
50
1025 E HOLLYWOOD AVE - SALT LAKE CITY, UT 84105801-485-0708LinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 50 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#001
UPWALL DESIGN RETIREMENT PLAN
401k
Assets$2.5M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MICHAEL D. UPWALL PC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.7M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPWALL DESIGN RETIREMENT PLAN | 401k | $2.5M | 26 | 2024 | |
| 002 | MICHAEL D. UPWALL PC CASH BALANCE PENSION PLAN | CashBalance | $1.7M | 24 | 2024 |
Retirement plans