Original filing (PDF)20250721142317NAL0004068018001

UPSTATE CLINICAL RESEARCH ASSOCIATE

Name: UPSTATE CLINICAL RESEARCH ASSOCIATE — UPSTATE CLINICAL RESEARCH ASSOCIATES LLC 401K, Form 5500 (2024)
Creator: UPSTATE CLINICAL RESEARCH ASSOCIATE

Form 5500-SF

FILING_RECEIVED

UPSTATE CLINICAL RESEARCH ASSOCIATES LLC 401K

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$833K

Net assets (EOY)

$833K

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 (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UPSTATE CLINICAL RESEARCH ASSOCIATE

EIN

45-2124591

Address

8201 MAIN STREET SUITE 1 · WILLIAMSVILLE, NY · 14221

Phone

(716) 626-6230

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator