How big is Upstream Engineering, LLC's plan?

Upstream Engineering, LLC's plan reported $8.9M in assets and 29 participants for 2024.

Original filing (PDF)20250623064149NAL0008381824001

Upstream Engineering, LLC

Name: Upstream Engineering, LLC — Upstream Engineering, Form 5500 (2024)
Creator: Upstream Engineering, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upstream Engineering 401(k) Plan

401(k) retirement plan · Upstream Engineering, LLC's Upstream Engineering 401(k) Plan held $8.9M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

People on this filing

Glenda Procter signed Upstream Engineering, LLC's 2024 Form 5500 as plan administrator.

Glenda Procter — 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

Upstream Engineering, LLC's EIN is 76-0647024.

EIN 76-0647024

Plan number 001

Plan year 2024

ACK ID 20250623064149NAL0008381824001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upstream Engineering, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upstream Engineering, LLC'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 UPSTREAM ENGINEERING, LLC.

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

Helping the score