Retirement plan

UPSWING 401(K) PLAN

Name: INTEGRATED ENROLLMENT & TECHNOLOGY SOLUTIONS, - UPSWING 401(K) PLAN (2025) Form 5500
Creator: INTEGRATED ENROLLMENT & TECHNOLOGY SOLUTIONS,
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UPSWING 401(K) PLAN, INTEGRATED ENROLLMENT & TECHNOLOGY SOLUTIONS,

INTEGRATED ENROLLMENT & TECHNOLOGY SOLUTIONS,EIN 82-3661093Plan #001PY 2025

3696 NORTH FEDERAL HIGHWAY, SUITE 202 - FORT LAUDERDALE, FL 33308352-870-8499

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$239K

+60.0% from 2024

Total participants

+50.0% from 2024

Average account balance

$47,768

+28.0% from 2024

Annual return

17.73%

-3.96 pp from 2024

Benchmarks

See 7,335 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort7,335 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$239K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$48K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+17.73%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$932

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$777 / participant

Other / not subdivided$5K100.0%

% of EOY assets

1.951%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$47,768

$107,809-55.7%

$97,032-50.8%

$155,188-69.2%

Participation rate

83.3%

75.5%+7.9pp

71.6%+11.8pp

80.8%+2.5pp

Annual return

17.73%

38.06%-20.3pp

35.38%-17.7pp

148.84%-131.1pp

Employer contribution / active EE

$3,268

$2,911+12.3%

$2,629+24.3%

$4,248-23.1%

Participant deferral / active EE

$7,246

$5,129+41.3%

$4,672+55.1%

$6,531+11.0%

Admin fee / account holder

$932

$10,717-91.3%

$9,418-90.1%

$14,480-93.6%

UPSWING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UPSWING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion