Looking Upwards, Inc. 401(k) Plan: Login, Facts & Contact Information

Looking Upwards, Inc. 401(k) Plan Facts

Plan name
LOOKING UPWARDS, INC. 401 (K) RETIREMENT PLAN
Plan type
401(k) and profit sharing
Plan sponsor
LOOKING UPWARDS, INC.
Participants
500 (561 active employees)
Former employees with a balance
162
Plan assets
$9,052,190 at Dec 31, 2024
Average account balance
$19,384 across 467 accounts
Employer contributions
$5,564 in plan year 2024 (1% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1985
— Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $753,143 went into the plan in contributions, $5,564 of it from the employer (1%).
  • $386,885 was paid out to participants.
  • Investment and other income added $963,853.
  • Administrative expenses were $56,152, about $120 per account.

How the Looking Upwards, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019553$5.39 million—$228,339
2020658$6.10 million—$270,928
2021544$6.80 million$63$327,324
2022490$6.61 million$0$341,614
2023527$7.78 million$10,275$300,217
2024500$9.05 million$5,564$386,885

Looking Upwards, Inc. 401(k) Contact Information

Phone
401-847-0960
Mailing address
PO BOX 4289, MIDDLETOWN RI 02842
Plan sponsor
LOOKING UPWARDS, INC.
Employer identification number (EIN)
05-0376075
Plan number
001

Questions about the Looking Upwards, Inc. 401(k)

Does Looking Upwards, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $5,564 in employer contributions for plan year 2024.

Does the Looking Upwards, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Looking Upwards, Inc 401(k) plan?

500 participants at the start of plan year 2024, 561 of them active employees, and 162 former employees who still had money in the plan.

What is the average 401(k) balance at Looking Upwards, Inc?

About $19,384 per account: $9.05 million in plan assets across 467 accounts with a balance at the end of plan year 2024.

Who manages the Looking Upwards, Inc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Looking Upwards, Inc. How do I access my 401(k)?

Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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