Upstart Wealth Management, Llc 401(k) Plan: Login, Facts & Contact Information
Upstart Wealth Management, Llc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Upstart Wealth Management, Llc 401(k) Plan Facts
Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Apr 11, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $54,235 went into the plan in contributions, $23,381 of it from the employer (43%).
- $83,283 was paid out to participants.
- Investment and other income added $35,349.
How the Upstart Wealth Management, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 0 | $12,090 | $4,297 | $0 |
| 2020 | 3 | $48,797 | $8,205 | $1,430 |
| 2021 | 2 | $114,843 | $11,189 | $0 |
| 2022 | 4 | $202,467 | $22,063 | $0 |
| 2023 | 5 | $299,507 | $22,885 | $0 |
| 2024 | 5 | $305,376 | $23,381 | $83,283 |
Upstart Wealth Management, Llc 401(k) Contact Information
Questions about the Upstart Wealth Management, Llc 401(k)
Does Upstart Wealth Management, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $23,381, 43% of all contributions.
Does the Upstart Wealth Management, Llc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Upstart Wealth Management, Llc 401(k) plan?
5 participants at the start of plan year 2024, 4 of them active employees.
What is the average 401(k) balance at Upstart Wealth Management, Llc?
About $76,344 per account: $305,376 in plan assets across 4 accounts with a balance at the end of plan year 2024.
Who manages the Upstart Wealth Management, Llc 401(k) accounts?
Guideline is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Upstart Wealth Management, Llc. How do I access my 401(k)?
Your account stays with Guideline 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.