Upper Falls Beverage Store, Inc. 401(k) Plan

The Upper Falls Beverage Store, Inc. 401(k) on its latest Form 5500

Upper Falls Beverage Store, Inc. (EIN 04-2029408) reports UPPER FALLS 401(K) RETIREMENT PLAN on its most recent Form 5500, with $4.0M in plan assets across 64 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Upper Falls Beverage Store, Inc. filing — schedules, fees, and providers.

Who runs the Upper Falls Beverage Store, Inc. 401(k)?

Upper Falls Beverage Store, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Upper Falls Beverage Store, Inc.HR for the recordkeeper’s name and login.

How to check your Upper Falls Beverage Store, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Upper Falls Beverage Store, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).