How big is Upton Enterprises, LLC's plan?

Upton Enterprises, LLC's plan reported $334K in assets and 3 participants for 2024.

Original filing (PDF)20250814103547NAL0009806193001

Upton Enterprises, LLC

Name: Upton Enterprises, LLC — Upton Enterprises, LLC, Form 5500 (2024)
Creator: Upton Enterprises, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upton Enterprises, LLC 401(k) Plan

401(k) retirement plan · Upton Enterprises, LLC's Upton Enterprises, LLC 401(k) Plan held $334K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

People on this filing

Harold Upton signed Upton Enterprises, LLC's 2024 Form 5500 as plan administrator.

Harold Upton — 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

Upton Enterprises, LLC's EIN is 20-2229116.

EIN 20-2229116

Plan number 001

Plan year 2024

ACK ID 20250814103547NAL0009806193001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upton Enterprises, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ENTERPRISES, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

UPTON ENTERPRISES, LLC

EIN

all filings

Address

503 CRESCENT HILL ROAD · KINGS MOUNTAIN, NC · 28086

Phone

(704) 913-3739

Industry

Professional & Technical Services

Plan administrator