How big is Upper Valley Land Trust's plan?

Upper Valley Land Trust's plan reported $1.6M in assets and 13 participants for 2025.

Original filing (PDF)20260430132338NAL0025085410001

Upper Valley Land Trust

Name: Upper Valley Land Trust — Upper Valley Land Trust, Form 5500 (2025)
Creator: Upper Valley Land Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upper Valley Land Trust 401(k) Plan

401(k) retirement plan · Upper Valley Land Trust's Upper Valley Land Trust 401(k) Plan held $1.6M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Upper Valley Land Trust's EIN is 02-0387997.

EIN 02-0387997

Plan number 001

Plan year 2025

ACK ID 20260430132338NAL0025085410001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upper Valley Land Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upper Valley Land Trust's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPPER VALLEY LAND TRUST.

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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