Upward Health National Llc 401(k) Plan: Login, Facts & Contact Information
Upward Health National Llc 401(k) Login
238 former Upward Health National Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Upward Health National Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 1, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $1.61 million went into the plan in contributions, $661,407 of it from the employer (41%).
- $1.19 million was paid out to participants.
- Investment and other income added $498,195.
- Administrative expenses were $10,787, about $18 per account.
How the Upward Health National Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 39 | $519,893 | $83,055 | $78,527 |
| 2020 | 37 | $994,810 | $113,918 | $130,205 |
| 2021 | 65 | $1.47 million | $173,360 | $187,894 |
| 2022 | 118 | $1.96 million | $341,172 | $111,668 |
| 2023 | 307 | $3.54 million | $598,935 | $488,840 |
| 2024 | 468 | $4.45 million | $661,407 | $1.19 million |
Upward Health National Llc 401(k) Contact Information
Questions about the Upward Health National Llc 401(k)
Does Upward Health National Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $661,407, 41% of all contributions.
Does the Upward Health National Llc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Upward Health National Llc 401(k) plan?
468 participants at the start of plan year 2024, 413 of them active employees, and 238 former employees who still had money in the plan.
What is the average 401(k) balance at Upward Health National Llc?
About $7,549 per account: $4.45 million in plan assets across 589 accounts with a balance at the end of plan year 2024.
Who manages the Upward Health National Llc 401(k) accounts?
Guideline (listed on the filing as GUIDELINE, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Upward Health National 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.