How big is Upper Logistics Inc.'s plan?

Upper Logistics Inc.'s plan reported $1K in assets and 11 participants for 2024.

Original filing (PDF)20250715072613NAL0001830113001

Upper Logistics Inc.

Name: Upper Logistics Inc. — Upper Logistics Inc. - 401(k), Form 5500 (2024)
Creator: Upper Logistics Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upper Logistics Inc. - 401(k) Plan

401(k) retirement plan · Upper Logistics Inc.'s Upper Logistics Inc. - 401(k) Plan held $1K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1K

Net assets (EOY)

$1K

People on this filing

Shirley Horner signed Upper Logistics Inc.'s 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Upper Logistics Inc.'s EIN is 35-2603704.

EIN 35-2603704

Plan number 001

Plan year 2024

ACK ID 20250715072613NAL0001830113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upper Logistics Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upper Logistics Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPPER LOGISTICS INC.

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Plan health score

Above-average plan

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

Knocking points off