How big is UTA LLC DBA Uptown Advisors' plan?

UTA LLC DBA Uptown Advisors' plan reported $519K in assets and 2 participants for 2025.

Original filing (PDF)20260409182940NAL0012491201001

UTA LLC DBA Uptown Advisors

Name: UTA LLC DBA Uptown Advisors — Uptown Advisors 401(k), Form 5500 (2025)
Creator: UTA LLC DBA Uptown Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Uptown Advisors 401(k) Plan

401(k) retirement plan · UTA LLC DBA Uptown Advisors' Uptown Advisors 401(k) Plan held $519K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$519K

Net assets (EOY)

$519K

Plan identifiers

UTA LLC DBA Uptown Advisors' EIN is 87-1647142.

EIN 87-1647142

Plan number 001

Plan year 2025

ACK ID 20260409182940NAL0012491201001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for UTA LLC DBA Uptown Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

UTA LLC DBA Uptown Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 UTA LLC DBA UPTOWN ADVISORS.

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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