Plan Ledger DOL Form 5500 · updated monthly

Uplift, Inc.401(k)

UPLIFT 401(K) PLAN · SUNNYVALE, CA · plan year 2022

Reported admin expense ratio · 2022
0.01%

Uplift, Inc. reported $569 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,749th of 9,483), and 1,830th of 2,199 in information & media.

Plan summary
Net assets, end of year$5,803,626
Participants with balances118
Active participants148
Employer contributions—
Employee contributions$1,237,966
Employer contribution per active participant—
Average account balance$49,183
Benefits paid to participants$428,529
Plan auditUnmodified (clean) audit opinion
AuditorCROWE
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$5.8M · 118 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$569
Total administrative$569
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$569 · 0.01%
Similar plansInformation & Media · California
Attn Inc CA$5.9M · 0.21%
Intellian 401K Plan CA$5.9M · 0.97%
Mob Scene, LLC CA$5.8M · 0.60%
Stx Financing, LLC. CA$5.8M · 0.30%
Fortanix Inc CA$5.7M · 0.12%
Panther Labs Inc CA$5.5M · 0.12%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 320363429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.