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UPTREND ADVISORY

EIN 84-5102986-accounting-Latest filing 2025
Plans
1
Retirement
1
$514K assets
Welfare
0
Participants
4
14202 PINEWOOD DR - DEL MAR, CA 92014858-900-5492uptrendadvisory.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filing
#001401k-$514K - 4 part

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Retirement#001

UPTREND ADVISORY 401(K) PLAN

401k

Assets$514K
Participants4
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UPTREND ADVISORY 401(K) PLAN401k$514K42025
Retirement plans
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