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Original filing (PDF)20251203093020NAL0000939120001
UPSHUR HUMAN RESOURCES, INC
Form 5500-SF
FILING_RECEIVED
UPSHUR HUMAN RESOURCES, INC 403(B) PLAN
403(b) retirement plan
Signals · 1
Late filing · 0.6 mo
Active participants
29
Accounts w/ balance
64
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
98
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.6 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPSHUR HUMAN RESOURCES, INC.
Plan sponsor
Name
UPSHUR HUMAN RESOURCES, INC
EIN
55-0626725
Address
8 CLEVELAND AVE · BUCKHANNON, WV · 262012847
Phone
(304) 472-2016
Industry
Health Care & Social Assistancesee all
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
2025-12-03
Pension benefit codes
2M · 403(b)(7) custodial accounts
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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