How big is Upton & Baker, PLLC's plan?

Upton & Baker, PLLC's plan reported $93K in assets and 11 participants for 2024.

Original filing (PDF)20250609081648NAL0013865265001

Upton & Baker, PLLC

Name: Upton & Baker, PLLC — Upton & Baker, PLLC 401(k), Form 5500 (2024)
Creator: Upton & Baker, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upton & Baker, PLLC 401(k) Plan

401(k) retirement plan · Upton & Baker, PLLC's Upton & Baker, PLLC 401(k) Plan held $93K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

People on this filing

Kevin Upton signed Upton & Baker, PLLC's 2024 Form 5500 as plan administrator.

Kevin Upton — 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

Upton & Baker, PLLC's EIN is 87-6543210.

EIN 87-6543210

Plan number 001

Plan year 2024

ACK ID 20250609081648NAL0013865265001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upton & Baker, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upton & Baker, PLLC'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 UPTON & BAKER, PLLC.

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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