How big is Upton & Hatfield, LLP's plan?

Upton & Hatfield, LLP's plan reported $14.1M in assets and 32 participants for 2024.

Original filing (PDF)20250930152515NAL0029639010001

Upton & Hatfield, LLP

Name: Upton & Hatfield, LLP — Upton & Hatfield, LLP Profit, Form 5500 (2024)
Creator: Upton & Hatfield, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upton & Hatfield, LLP Profit Sharing Plan

401(k) retirement plan · Upton & Hatfield, LLP's Upton & Hatfield, LLP Profit Sharing Plan held $14.1M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.1M

Net assets (EOY)

$14.1M

Plan identifiers

Upton & Hatfield, LLP's EIN is 02-0218790.

EIN 02-0218790

Plan number 001

Plan year 2024

ACK ID 20250930152515NAL0029639010001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upton & Hatfield, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upton & Hatfield, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPTON & HATFIELD, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score