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

Upstaging, Inc. 401(k) Plan Facts

Plan name
UPSTAGING, INC. 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UPSTAGING, INC.
Participants
537 (513 active employees)
Former employees with a balance
56
Plan assets
$37,063,317 at Dec 31, 2024
Average account balance
$118,036 across 314 accounts
Employer contributions
$1,292,277 in plan year 2024 (33% of all contributions)
Recordkeeper
Merrill Lynch, Pierce, Fenner And S
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1994
✓ 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

  • $3.91 million went into the plan in contributions, $1.29 million of it from the employer (33%).
  • $2.28 million was paid out to participants.
  • Investment and other income added $4.58 million.
  • Administrative expenses were $40,527, about $129 per account.

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

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019437$20.7 million$674,750$1.92 million
2020458$25.2 million$289,761$745,264
2021450$28.5 million$139,925$1.43 million
2022445$24.8 million$814,683$1.20 million
2023471$30.9 million$909,589$1.59 million
2024537$37.1 million$1.29 million$2.28 million

Upstaging, Inc. 401(k) Contact Information

Phone
815-899-9888
Mailing address
821 PARK AVENUE, SYCAMORE IL 60178
Plan sponsor
UPSTAGING, INC.
Employer identification number (EIN)
36-2790019
Plan number
001

Questions about the Upstaging, Inc. 401(k)

Does Upstaging, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.29 million, 33% of all contributions.

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

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

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

537 participants at the start of plan year 2024, 513 of them active employees, and 56 former employees who still had money in the plan.

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

About $118,036 per account: $37.1 million in plan assets across 314 accounts with a balance at the end of plan year 2024.

Who manages the Upstaging, Inc 401(k) accounts?

Merrill Benefits OnLine (listed on the filing as MERRILL LYNCH, PIERCE, FENNER AND S) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Merrill Benefits OnLine 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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