How big is Upchurch & CORN Advisors, LLC's plan?

Upchurch & CORN Advisors, LLC's plan reported $334K in assets and 2 participants for 2024.

Original filing (PDF)20251014145644NAL0006527714001

Upchurch & CORN Advisors, LLC

Name: Upchurch & CORN Advisors, LLC — Upchurch & CORN, Form 5500 (2024)
Creator: Upchurch & CORN Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upchurch & CORN Advisors, LLC 401(k) Plan

401(k) retirement plan · Upchurch & CORN Advisors, LLC's Upchurch & CORN Advisors, LLC 401(k) Plan held $334K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

Plan identifiers

Upchurch & CORN Advisors, LLC's EIN is 82-5298745.

EIN 82-5298745

Plan number 001

Plan year 2024

ACK ID 20251014145644NAL0006527714001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upchurch & CORN Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upchurch & CORN Advisors, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPCHURCH & CORN ADVISORS, 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 average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

UPCHURCH & CORN ADVISORS, LLC

EIN

all filings

Address

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

Phone

(904) 320-0050

Industry

Finance & Insurance

Plan administrator