Original filing (PDF)20251014145644NAL0006527714001

UPCHURCH & CORN ADVISORS, LLC

Name: UPCHURCH & CORN ADVISORS, LLC — UPCHURCH & CORN ADVISORS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: UPCHURCH & CORN ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

UPCHURCH & CORN ADVISORS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

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 average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

UPCHURCH & CORN ADVISORS, LLC

EIN

82-5298745

Address

24 CATHEDRAL PLACE / SUITE 500 · ST. AUGUSTINE, FL · 32084

Phone

(904) 320-0050

Industry