How big is Upstate Clinical Research Associate's plan?

Upstate Clinical Research Associate's plan reported $833K in assets and 5 participants for 2024.

Original filing (PDF)20250721142317NAL0004068018001

Upstate Clinical Research Associate

Name: Upstate Clinical Research Associate — Upstate Clinic, Form 5500 (2024)
Creator: Upstate Clinical Research Associate
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upstate Clinical Research Associates LLC 401(k)

401(k) retirement plan · Upstate Clinical Research Associate's Upstate Clinical Research Associates LLC 401(k) held $833K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$833K

Net assets (EOY)

$833K

People on this filing

ALI Castilone signed Upstate Clinical Research Associate's 2024 Form 5500 as plan administrator.

ALI Castilone — 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

Upstate Clinical Research Associate's EIN is 45-2124591.

EIN 45-2124591

Plan number 001

Plan year 2024

ACK ID 20250721142317NAL0004068018001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upstate Clinical Research Associate from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upstate Clinical Research Associate'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 UPSTATE CLINICAL RESEARCH ASSOCIATE.

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

Plan sponsor

Name

UPSTATE CLINICAL RESEARCH ASSOCIATE

EIN

all filings

Address

8201 MAIN STREET SUITE 1 · WILLIAMSVILLE, NY · 14221

Phone

(716) 626-6230

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator