How big is Upstate Forever's plan?

Upstate Forever's plan reported $1.3M in assets and 28 participants for 2024.

Original filing (PDF)20251014214616NAL0001854307001

Upstate Forever

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

Form 5500-SF

FILING_RECEIVED

Upstate Forever 401(k) Plan

401(k) retirement plan · Upstate Forever's Upstate Forever 401(k) Plan held $1.3M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Upstate Forever's EIN is 57-1070433.

EIN 57-1070433

Plan number 001

Plan year 2024

ACK ID 20251014214616NAL0001854307001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upstate Forever's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPSTATE FOREVER.

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Plan health score

Above-average plan

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