How big is Upper Echelon Products LLC's plan?

Upper Echelon Products LLC's plan reported $255K in assets and 14 participants for 2024.

Original filing (PDF)20250731152046NAL0006264961001

Upper Echelon Products LLC

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

Form 5500-SF

FILING_RECEIVED

Upper Echelon Products LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Upper Echelon Products LLC's Upper Echelon Products LLC 401(k) Profit Sharing Plan & Trust held $255K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$255K

Net assets (EOY)

$255K

People on this filing

SARA Carter signed Upper Echelon Products LLC's 2024 Form 5500 as plan administrator.

SARA Carter — 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

Upper Echelon Products LLC's EIN is 81-0847363.

EIN 81-0847363

Plan number 001

Plan year 2024

ACK ID 20250731152046NAL0006264961001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upper Echelon Products LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upper Echelon Products LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPPER ECHELON PRODUCTS LLC.

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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 (93rd percentile).

Plan sponsor

Name

UPPER ECHELON PRODUCTS LLC

EIN

all filings

Address

6800 BURLESON ROAD · BUILDING 310, SUITE 100 · AUSTIN, TX · 78744

Phone

(803) 374-4411

Industry

Retail Trade

Plan administrator