How big is Upstate Systems, Inc.'s plan?

Upstate Systems, Inc.'s plan reported $7.5M in assets and 44 participants for 2024.

Original filing (PDF)20250730102619NAL0009922930001

Upstate Systems, Inc.

Name: Upstate Systems, Inc. — Swanson Enterprises 401(k), Form 5500 (2024)
Creator: Upstate Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swanson Enterprises 401(k) Plan

401(k) retirement plan · Upstate Systems, Inc.'s Swanson Enterprises 401(k) Plan held $7.5M in plan assets for 44 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

People on this filing

JODY Starck signed Upstate Systems, Inc.'s 2024 Form 5500 as plan administrator.

JODY Starck — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Upstate Systems, Inc.'s EIN is 16-1221993.

EIN 16-1221993

Plan number 001

Plan year 2024

ACK ID 20250730102619NAL0009922930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upstate Systems, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upstate Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPSTATE SYSTEMS, INC..

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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

Knocking points off