How big is Upland Capital Advisors, LLC's plan?

Upland Capital Advisors, LLC's plan reported $226K in assets and 4 participants for 2025.

Original filing (PDF)20260504220523NAL0000326753041

Upland Capital Advisors, LLC

Name: Upland Capital Advisors, LLC — Upland Capital, Form 5500 (2025)
Creator: Upland Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upland Capital Advisors, LLC 401(k) Plan

401(k) retirement plan · Upland Capital Advisors, LLC's Upland Capital Advisors, LLC 401(k) Plan held $226K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$226K

Net assets (EOY)

$226K

Plan identifiers

Upland Capital Advisors, LLC's EIN is 93-4285975.

EIN 93-4285975

Plan number 001

Plan year 2025

ACK ID 20260504220523NAL0000326753041

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Upland Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Upland Capital Advisors, LLC'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 UPLAND CAPITAL ADVISORS, 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