UPSTATE COMPANIES I, LLC 401(k) Plan
What public Form 5500 filings show about the UPSTATE COMPANIES I, LLC 401(k) plan — and how to find and check your own account.
The UPSTATE COMPANIES I, LLC 401(k) on its latest Form 5500
UPSTATE COMPANIES I, LLC (EIN 45-5454043) reports UPSTATE COMPANIES I, LLC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $9.2M in plan assets across 103 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 UPSTATE COMPANIES I, LLC filing — schedules, fees, and providers.
Who runs the UPSTATE COMPANIES I, LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your UPSTATE COMPANIES I, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHEMUNG CANAL TRUST, NBT BANCORP NA, DIRECT ADVISORS, CHARLES SCHWAB TRUST.
How to check your UPSTATE COMPANIES I, LLC 401(k)
- Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
- Ask UPSTATE COMPANIES I, LLC 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).