Sponsor portfolio
UPTREND PARTNERS INC.
EIN 81-2796652management consultingLatest filing 2024
Plans
1
Retirement
1
$405K assets
Welfare
0
Participants
1
10844 HOBBS STATION ROAD - LOUISVILLE, KY 40223502-554-2466uptrendpartners.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPTREND PARTNERS INC. RETIREMENT PLAN | ProfitSharing | $405K | 1 | 2024 |
Retirement plans