Plan Ledger DOL Form 5500 · updated monthly

Upside Services, Inc.401(k)

UPSIDE 401(K) PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.19%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Upside Services, Inc. reported $33,042 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in District of Columbia (359th of 618), and 5,980th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$17,725,131
Participants with balances266
Active participants262
Employer contributions$0
Employee contributions$3,747,548
Employer contribution per active participant$0
Average account balance$66,636
Benefits paid to participants$1,405,823
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,908
Investment management$17,134
Total administrative$33,042
The Upside Services, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Upside Services, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
NEWFRONT RETIREMENT SERVICES INC · Investment advisory (plan)$17,134
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,908

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$33,042 · 0.19%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Treliant, LLC DC$21.4M · 0.08%
Afiniti Inc. DC$19.5M · 0.57%
Otj Architects Inc DC$19.2M · 0.30%
Psb Insights, LLC DC$16.3M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475651051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.