Upl Na Inc. 401(k) Plan: Login, Facts & Contact Information

Upl Na Inc. 401(k) Plan Facts

Plan name
UPL NA INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UPL NA INC.
Participants
671 (412 active employees)
Former employees with a balance
211
Plan assets
$95,305,926 at Dec 31, 2024
Average account balance
$161,262 across 591 accounts
Employer contributions
$4,263,378 in plan year 2024 (44% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 2007
✓ 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 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.66 million went into the plan in contributions, $4.26 million of it from the employer (44%).
  • $15.4 million was paid out to participants.
  • Investment and other income added $12.8 million.
  • Administrative expenses were $104,647, about $177 per account.

How the Upl Na Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019320$36.6 million$2.29 million$3.48 million
2020302$81.1 million$2.96 million$8.01 million
2021622$92.8 million$4.04 million$8.90 million
2022629$75.7 million$4.67 million$9.12 million
2023684$88.3 million$4.89 million$12.5 million
2024671$95.3 million$4.26 million$15.4 million

Upl Na Inc. 401(k) Contact Information

Phone
610-491-2800
Mailing address
5 LABORATORY DR SUITE 1100, BUILDING 1, DURHAM NC 27709
Plan sponsor
UPL NA INC.
Employer identification number (EIN)
51-0377088
Plan number
001

Questions about the Upl Na Inc. 401(k)

Does Upl Na Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.26 million, 44% of all contributions.

Does the Upl Na Inc 401(k) have automatic enrollment?

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

How many people are in the Upl Na Inc 401(k) plan?

671 participants at the start of plan year 2024, 412 of them active employees, and 211 former employees who still had money in the plan.

What is the average 401(k) balance at Upl Na Inc?

About $161,262 per account: $95.3 million in plan assets across 591 accounts with a balance at the end of plan year 2024.

Who manages the Upl Na Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Upl Na Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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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