How big is Upstate Companies I, LLC's plan?

Upstate Companies I, LLC's plan reported $245K in assets for 2024.

Original filing (PDF)20250710135235NAL0005573233001

Upstate Companies I, LLC

Name: Upstate Companies I, LLC — Upstate Companies I, LLC, Form 5500 (2024)
Creator: Upstate Companies I, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upstate Companies I, LLC Direct Advisors Trust

Health & welfare plan · Upstate Companies I, LLC's Upstate Companies I, LLC Direct Advisors Trust reported $245K in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

People on this filing

Janet BONI signed Upstate Companies I, LLC's 2024 Form 5500 as plan administrator.

Janet BONI — 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 Companies I, LLC's EIN is 45-5454043.

EIN 45-5454043

Plan number 501

Plan year 2024

ACK ID 20250710135235NAL0005573233001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upstate Companies I, LLC's plan includes health coverage, life insurance, dental coverage, vision coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score