How big is Upfield Group, LLC's plan?

Upfield Group, LLC's plan reported $85K in assets and 5 participants for 2024.

Original filing (PDF)20250924114311NAL0008094032001

Upfield Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Upfield Group, LLC 401(k) Plan

401(k) retirement plan · Upfield Group, LLC's Upfield Group, LLC 401(k) Plan held $85K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

Plan identifiers

Upfield Group, LLC's EIN is 30-0856104.

EIN 30-0856104

Plan number 001

Plan year 2024

ACK ID 20250924114311NAL0008094032001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upfield Group, 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 UPFIELD GROUP, 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