What public Form 5500 filings show about the Upton and Associates Architects Richmond PC 401(k) plan — and how to find and check your own account.
Upton and Associates Architects Richmond PC (EIN 54-1762261) reports BALLOU JUSTICE UPTON 401K SAVINGS PLAN on its most recent Form 5500, with $366K in plan assets across 5 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 Upton and Associates Architects Richmond PC filing — schedules, fees, and providers.
Upton and Associates Architects Richmond PC’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 Upton and Associates Architects Richmond PCHR for the recordkeeper’s name and login.
