How big is Upstream Partners, Inc.'s plan?

Upstream Partners, Inc.'s plan reported $2.2M in assets and 5 participants for 2024.

Original filing (PDF)20250625130509NAL0008138033001

Upstream Partners, Inc.

Name: Upstream Partners, Inc. — Upstream Partners, Inc., Form 5500 (2024)
Creator: Upstream Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upstream Partners, Inc. 401(k) Plan

401(k) retirement plan · Upstream Partners, Inc.'s Upstream Partners, Inc. 401(k) Plan held $2.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Barbara Colton signed Upstream Partners, Inc.'s 2024 Form 5500 as plan administrator.

Barbara Colton — 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

Upstream Partners, Inc.'s EIN is 45-2325502.

EIN 45-2325502

Plan number 001

Plan year 2024

ACK ID 20250625130509NAL0008138033001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upstream Partners, 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 UPSTREAM PARTNERS, INC..

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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