How big is Upper Valley Logistics LLC's plan?

Upper Valley Logistics LLC's plan reported $257K in assets and 56 participants for 2024.

Original filing (PDF)20250718152014NAL0003325522001

Upper Valley Logistics LLC

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

Form 5500-SF

FILING_RECEIVED

Upper Valley Logistics LLC 401(k) Plan

401(k) retirement plan · Upper Valley Logistics LLC's Upper Valley Logistics LLC 401(k) Plan held $257K in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

People on this filing

Marcus Bowie signed Upper Valley Logistics LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Valley Logistics LLC's EIN is 85-1822313.

EIN 85-1822313

Plan number 001

Plan year 2024

ACK ID 20250718152014NAL0003325522001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upper Valley Logistics 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 VALLEY LOGISTICS LLC.

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Plan health score

Above-average plan

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