How big is Upchurch Realty's plan?

Upchurch Realty's plan reported $898K in assets and 10 participants for 2024.

Original filing (PDF)20251013155642NAL0002349744001

Upchurch Realty

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

Form 5500-SF

FILING_RECEIVED

Upchurch Realty 401(k) Plan

401(k) retirement plan · Upchurch Realty's Upchurch Realty 401(k) Plan held $898K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$898K

Net assets (EOY)

$898K

People on this filing

Charles L Upchurch, III signed Upchurch Realty's 2024 Form 5500 as plan administrator.

Charles L Upchurch, III — 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

Upchurch Realty's EIN is 58-2411311.

EIN 58-2411311

Plan number 001

Plan year 2024

ACK ID 20251013155642NAL0002349744001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upchurch Realty'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 UPCHURCH REALTY.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

UPCHURCH REALTY

EIN

all filings

Address

2405 W. BROAD STREET, SUITE 150 · ATHENS, GA · 30606

Phone

(706) 543-4000

Industry

Real Estate

Plan administrator