How big is UPI, LLC's plan?

UPI, LLC's plan reported $4.1M in assets and 6 participants for 2024.

Original filing (PDF)20250425112010NAL0013398464001

UPI, LLC

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

Form 5500-SF

FILING_RECEIVED

UPI 401(k) Plan

401(k) retirement plan · UPI, LLC's UPI 401(k) Plan held $4.1M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Craig Dretzka signed UPI, LLC's 2024 Form 5500 as plan administrator.

Craig Dretzka — 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

UPI, LLC's EIN is 45-1855461.

EIN 45-1855461

Plan number 001

Plan year 2024

ACK ID 20250425112010NAL0013398464001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

UPI, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

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

Plan sponsor

Name

UPI, LLC

EIN

all filings

Address

2180 SOUTH SPRINGDALE ROAD · NEW BERLIN, WI · 53146

Phone

(262) 548-9451

Industry

Construction

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

2025-04-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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