How big is Uprichard Inc.'s plan?

Uprichard Inc.'s plan reported $633K in assets and 20 participants for 2024.

Original filing (PDF)20251010113220NAL0017806338001

Uprichard Inc.

Name: Uprichard Inc. — Uprichard Inc. 401(k) Plan, Form 5500 (2024)
Creator: Uprichard Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Uprichard Inc. 401(k) Plan

Defined-contribution retirement plan · Uprichard Inc.'s Uprichard Inc. 401(k) Plan held $633K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$633K

Net assets (EOY)

$633K

People on this filing

Richard Tatum signed Uprichard Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Uprichard Inc.'s EIN is 46-4376658.

EIN 46-4376658

Plan number 001

Plan year 2024

ACK ID 20251010113220NAL0017806338001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Uprichard Inc.'s plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

UPRICHARD INC

EIN

all filings

Address

214 W 39TH ST RM 1000 · NEW YORK, NY · 10018

Phone

(646) 596-7828

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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