Original filing (PDF)20250710135235NAL0005573233001

UPSTATE COMPANIES I, LLC

Name: UPSTATE COMPANIES I, LLC — UPSTATE COMPANIES I, LLC DIRECT ADVISORS TRUST, Form 5500 (2024)
Creator: UPSTATE COMPANIES I, LLC

Form 5500-SF

FILING_RECEIVED

UPSTATE COMPANIES I, LLC DIRECT ADVISORS TRUST

Health & welfare plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

UPSTATE COMPANIES I, LLC

EIN

45-5454043

Address

1690 STATE HIGHWAY 8 · MOUNT UPTON, NY · 13809

Phone

(607) 867-4025

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-10

Welfare benefit codes

4A · Health (other than dental or vision)

4B · Life Insurance

4C · Supplemental Unemployment

4D · Dental

4E · Vision

4J · Apprenticeship and Training

4Q · Other

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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