Looking Upwards retirement plan: assets, participants and fees
What Looking Upwards' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Kahn, Litwin, Renza & Co., Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Looking Upwards: employer contribution per participant | $12 | |
| Peer median | $1,803 |
| Looking Upwards: average balance | $19,384 | |
| Peer median | $48,934 |
| Looking Upwards: admin expenses ÷ assets | 0.67% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.8M at the end of plan year 2021 to $9.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 723 | $9.1M | $5,564 | $12 | 0.67% | Not published | Form 5500 ↗ |
| 2023 | 500 | $7.8M | $10K | $22 | 0.67% | Not published | Form 5500 ↗ |
| 2022 | 527 | $6.6M | $0 | $0 | 0.57% | Not published | Form 5500 ↗ |
| 2021 | 471 | $6.8M | $63 | $0 | 0.55% | Not published | Form 5500 ↗ |
Common questions
Does Looking Upwards match 401(k) contributions?
The match terms for the Looking Upwards, Inc. 401 (K) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $5,564 in employer contributions, about $12 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Looking Upwards 401(k) match vested?
The vesting schedule for the Looking Upwards, Inc. 401 (K) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Looking Upwards 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Looking Upwards, Inc..
I left Looking Upwards. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Looking Upwards, Inc., (401) 847-0960) or the recordkeeper, The Vanguard Group, Inc.. The Looking Upwards old 401(k) page lists the contacts from every plan filing. Find an old Looking Upwards 401(k)
Data from the public Form 5500 annual reports Looking Upwards filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Looking Upwards. Not financial advice. Report a correction · Methodology