How big is Upstate Colorado Economic Development's plan?

Upstate Colorado Economic Development's plan reported $1.7M in assets and 5 participants for 2024.

Original filing (PDF)20251015161505NAL0002616323001

Upstate Colorado Economic Development

Name: Upstate Colorado Economic Development — Upstate, Form 5500 (2024)
Creator: Upstate Colorado Economic Development
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upstate Colorado Economic Development P/S 401(k) Plan

401(k) retirement plan · Upstate Colorado Economic Development's Upstate Colorado Economic Development P/S 401(k) Plan held $1.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Richard Werner signed Upstate Colorado Economic Development's 2024 Form 5500 as plan administrator.

Richard Werner — 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

Upstate Colorado Economic Development's EIN is 84-1071701.

EIN 84-1071701

Plan number 001

Plan year 2024

ACK ID 20251015161505NAL0002616323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upstate Colorado Economic Development from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upstate Colorado Economic Development's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UPSTATE COLORADO ECONOMIC DEVELOPMENT.

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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