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UPWARD FINANCIAL INC

EIN 87-1130824-financial services-Latest filing 2025
Plans
1
Retirement
1
$163K assets
Welfare
0
Participants
10
2400 NW 80TH STREET, #245 - SEATTLE, WA 98117206-419-7543upwardli.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$163K - 10 part

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Retirement#001

UPWARD FINANCIAL INC 401(K) PLAN

401k

Assets$163K
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UPWARD FINANCIAL INC 401(K) PLAN401k$163K102025
Retirement plans
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