How big is Upperedge Solutions, LLC's plan?

Upperedge Solutions, LLC's plan reported $6.8M in assets and 47 participants for 2024.

Original filing (PDF)20250724101707NAL0005776752001

Upperedge Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

Upperedge Solutions, LLC 401(k) Plan

401(k) retirement plan · Upperedge Solutions, LLC's Upperedge Solutions, LLC 401(k) Plan held $6.8M in plan assets for 47 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.8M

Net assets (EOY)

$6.8M

People on this filing

Kristin Thomas signed Upperedge Solutions, LLC's 2024 Form 5500 as plan administrator.

Kristin Thomas — 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

Upperedge Solutions, LLC's EIN is 26-2718897.

EIN 26-2718897

Plan number 001

Plan year 2024

ACK ID 20250724101707NAL0005776752001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upperedge Solutions, 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 UPPEREDGE SOLUTIONS, 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