PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. UPSTAIRS STUDIO, INC.
Sponsor portfolio

UPSTAIRS STUDIO, INC.

EIN 65-0562757-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
12
3326 MARY STREET, SUITE 202 - MIAMI, FL 33133305-447-1907
Plans on this EIN
2 filings
#001CashBalance-$742K - 6 part#002401k-$412K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 12 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • CASH BALANCE PLAN (#001)64%
  • PROFIT SHARING PLAN (#002)36%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#001)6
  • PROFIT SHARING PLAN (#002)6
Total 12Click 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

UPSTAIRS STUDIO, INC CASH BALANCE PLAN

CashBalance

Assets$742K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UPSTAIRS STUDIO, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$412K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UPSTAIRS STUDIO, INC CASH BALANCE PLANCashBalance$742K62025
002UPSTAIRS STUDIO, INC. 401(K) PROFIT SHARING PLAN401k$412K62025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica