Original filing (PDF)20250412220336NAL0048727042070

UPPER WEST STRATEGIES LLC

Name: UPPER WEST STRATEGIES LLC — UPPER WEST STRATEGIES 401(K) PLAN, Form 5500 (2024)
Creator: UPPER WEST STRATEGIES LLC

Form 5500-SF

FILING_RECEIVED

UPPER WEST STRATEGIES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$618K

Net assets (EOY)

$618K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

UPPER WEST STRATEGIES LLC

EIN

46-2090770

Address

317 WEST 103RD STREET · APARTMENT 1 · NEW YORK, NY · 10025

Phone

(646) 657-8802

Industry