Original filing (PDF)20250904170800NAL0010163875001

Upper Echelon LLC

Name: Upper Echelon LLC — Upper Echelon LLC 401(k) Profit, Form 5500 (2024)
Creator: Upper Echelon LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upper Echelon LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Upper Echelon LLC's Upper Echelon LLC 401(k) Profit Sharing Plan & Trust filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Anthony M. Ward, ESQ. signed Upper Echelon LLC's 2024 Form 5500 as plan administrator.

Anthony M. Ward, ESQ. — 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 Echelon LLC's EIN is 87-0964265.

EIN 87-0964265

Plan number 001

Plan year 2024

ACK ID 20250904170800NAL0010163875001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Upper Echelon LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ECHELON 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score