How big is UP North Financial, LLC's plan?

UP North Financial, LLC's plan reported $56K in assets and 2 participants for 2024.

Original filing (PDF)20251010081326NAL0004419027001

UP North Financial, LLC

Name: UP North Financial, LLC — UNF 401(k) Plan, Form 5500 (2024)
Creator: UP North Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UNF 401(k) Plan

401(k) retirement plan · UP North Financial, LLC's UNF 401(k) Plan held $56K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$56K

Net assets (EOY)

$56K

People on this filing

Mark Herman signed UP North Financial, LLC's 2024 Form 5500 as plan administrator.

Mark Herman — 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

UP North Financial, LLC's EIN is 27-0696630.

EIN 27-0696630

Plan number 003

Plan year 2024

ACK ID 20251010081326NAL0004419027001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

UP North Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UP NORTH FINANCIAL, 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