UPSIDE FOODS 401(K) PLAN

Plan Contact

  • Address: 804 HEINZ AVE. SUITE 200,BERKELEY,CA
  • Contact person: JODIE COHEN
  • Phone: (650) 460-8857

Plan General Information

UPSIDE FOODS 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of UPSIDE FOODS 401(K) PLAN is $8,756,882.00.This plan was established in 2017.

UPSIDE FOODS 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in UPSIDE FOODS 401(K) PLAN is 225

UPSIDE FOODS 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for UPSIDE FOODS 401(K) PLAN is $38,919.00

UPSIDE FOODS 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for UPSIDE FOODS 401(K) PLAN is $22,372.00.

UPSIDE FOODS 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of UPSIDE FOODS 401(K) PLAN is 70.44%.

UPSIDE FOODS 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for UPSIDE FOODS 401(K) PLAN is 19.48%. This measures the effectiveness of the plan participants' investments in the year.

UPSIDE FOODS 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of UPSIDE FOODS 401(K) PLAN is 0.15%.

Enrollment Features

UPSIDE FOODS 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


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