Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Uppoint, Inc.
EIN 92-0769488Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$178K assets
Welfare
0
Participants
6
3701 WILSHIRE BLVD., STE. #310 - LOS ANGELES, CA 90010213-797-1207
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $178K assets / 6 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#002
UPPOINT, INC. PENSION PLAN
Cash balance
Assets$166K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UPPOINT, INC. RETIREMENT PLAN
401(k)
Assets$12K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UPPOINT, INC. PENSION PLAN | Cash balance | $166K | 3 | 2025 | |
| 001 | UPPOINT, INC. RETIREMENT PLAN | 401(k) | $12K | 3 | 2025 |
Retirement plans