How big is Upstate COIN and Gold's plan?

Upstate COIN and Gold's plan reported $2.9M in assets and 54 participants for 2024.

Original filing (PDF)20250710124348NAL0006606257001

Upstate COIN and Gold

Name: Upstate COIN and Gold — Upstate COIN and Gold 401(k), Form 5500 (2024)
Creator: Upstate COIN and Gold
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upstate COIN and Gold 401(k)

401(k) retirement plan · Upstate COIN and Gold's Upstate COIN and Gold 401(k) held $2.9M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Christine Rutkowski signed Upstate COIN and Gold's 2024 Form 5500 as plan administrator.

Christine Rutkowski — 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 COIN and Gold's EIN is 20-1158966.

EIN 20-1158966

Plan number 001

Plan year 2024

ACK ID 20250710124348NAL0006606257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upstate COIN and Gold from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upstate COIN and Gold'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 COIN AND GOLD.

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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