How big is Rob Upchurch, LLC's plan?

Rob Upchurch, LLC's plan reported $154K in assets and 2 participants for 2024.

Original filing (PDF)20251015110352NAL0004661185001

Rob Upchurch, LLC

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

Form 5500-SF

FILING_RECEIVED

Rob Upchurch, LLC Retirement Plan

Defined-contribution retirement plan · Rob Upchurch, LLC's Rob Upchurch, LLC Retirement Plan held $154K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

Plan identifiers

Rob Upchurch, LLC's EIN is 84-3458393.

EIN 84-3458393

Plan number 001

Plan year 2024

ACK ID 20251015110352NAL0004661185001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rob Upchurch, LLC's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

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