How big is Upson Hall LLC's plan?

Upson Hall LLC's plan reported $164K in assets and 6 participants for 2025.

Original filing (PDF)20260506155125NAL0002724208001

Upson Hall LLC

Name: Upson Hall LLC — Upson Hall LLC 401(k) Plan, Form 5500 (2025)
Creator: Upson Hall LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upson Hall LLC 401(k) Plan

401(k) retirement plan · Upson Hall LLC's Upson Hall LLC 401(k) Plan held $164K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$164K

Net assets (EOY)

$164K

People on this filing

ADAM Bhaijee signed Upson Hall LLC's 2025 Form 5500 as plan administrator.

ADAM Bhaijee — 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

Upson Hall LLC's EIN is 87-2133966.

EIN 87-2133966

Plan number 001

Plan year 2025

ACK ID 20260506155125NAL0002724208001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upson Hall LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upson Hall LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

UPSON HALL LLC

EIN

all filings

Address

295 INTERLOCKEN BLVD · STE 400 · BROOMFIELD, CO · 80021

Phone

(720) 438-7346

Industry

Admin Support & Waste Mgmt

Plan administrator