How big is Kids Upstate's plan?

Kids Upstate's plan reported $3.2M in assets and 25 participants for 2024.

Original filing (PDF)20250910132622NAL0021211777001

Kids Upstate

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

Form 5500-SF

FILING_RECEIVED

Kids Upstate 401(k) Plan

401(k) retirement plan · Kids Upstate's Kids Upstate 401(k) Plan held $3.2M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Kids Upstate's EIN is 57-0862226.

EIN 57-0862226

Plan number 001

Plan year 2024

ACK ID 20250910132622NAL0021211777001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Kids Upstate'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 KIDS UPSTATE.

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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

KIDS UPSTATE

EIN

all filings

Address

PO BOX 2794 · SPARTANBURG, SC · 29304

Phone

(864) 583-4867

Industry

Other Services (ex. Public Admin)

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

2025-09-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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