How big is Upton and Associates Architects Richmond PC's plan?

Upton and Associates Architects Richmond PC's plan reported $366K in assets and 5 participants for 2025.

Original filing (PDF)20260519131848NAL0000581859001

Upton and Associates Architects Richmond PC

Name: Upton and Associates Architects Richmond PC — Form 5500 Plan 001 (2025)
Creator: Upton and Associates Architects Richmond PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ballou Justice Upton 401(k) Savings Plan

401(k) retirement plan · Upton and Associates Architects Richmond PC's Ballou Justice Upton 401(k) Savings Plan held $366K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$366K

Net assets (EOY)

$366K

Plan identifiers

Upton and Associates Architects Richmond PC's EIN is 54-1762261.

EIN 54-1762261

Plan number 001

Plan year 2025

ACK ID 20260519131848NAL0000581859001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upton and Associates Architects Richmond PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upton and Associates Architects Richmond PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPTON AND ASSOCIATES ARCHITECTS RICHMOND PC.

Finding similar companies…

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

Knocking points off