· 2022–2024 · DOL EFAST2

UPSTATE BUILDERS GROUP LLC — UPSTATE BUILDERS GROUP LLC 401 K PROFIT SHARING PLAN TRUST, Form 5500 (2024)

Original filing (PDF)20250720162847NAL0001409474001

UPSTATE BUILDERS GROUP LLC

Form 5500-SF

FILING_RECEIVED

UPSTATE BUILDERS GROUP LLC 401 K PROFIT SHARING PLAN TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

1

Plan assets (EOY)

$181K

Net assets (EOY)

$181K

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

64

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UPSTATE BUILDERS GROUP LLC

EIN

27-1093032all filings

Address

404 LIBERTY STREET · PENN YANN, NY · 14527

Phone

(315) 759-1730

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

ALPINE RIDGE BUILDERS LLC

ALPINE RIDGE BUILDERS LLC 401(K) PROFIT SHARING PLAN & TRUST

$181K · 5 participants

MILE HIGH STUCCO, INC.

MILE HIGH STUCCO 401(K) PLAN

$181K · 5 participants

SPECIALTY CONTRACTORS OF NORTH FLORIDA INC

SPECIALTY CONTRACTORS OF NORTH FLORIDA INC 401(K) PLAN

$181K · 11 participants

SLACK PAINTING LLC

SLACK PAINTING 401K PLAN

$181K · 13 participants

MALONEY HARDWOOD FLOORS, INC.

MALONEY HARDWOOD 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.