How big is Uptown Assisted Living's plan?

Uptown Assisted Living's plan reported $14K in assets and 8 participants for 2024.

Original filing (PDF)20250723093956NAL0005085808001

Uptown Assisted Living

Name: Uptown Assisted Living — Form 5500 (2024)
Creator: Uptown Assisted Living
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Uptown Assisted Living held $14K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Shirley Horner signed Uptown Assisted Living's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Uptown Assisted Living's EIN is 86-2301636.

EIN 86-2301636

Plan number 001

Plan year 2024

ACK ID 20250723093956NAL0005085808001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Uptown Assisted Living from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Uptown Assisted Living'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 UPTOWN ASSISTED LIVING.

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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

Knocking points off