How big is Upstate Advisors, LLC's plan?

Upstate Advisors, LLC's plan reported $18K in assets and 3 participants for 2025.

Original filing (PDF)20260506220106NAL0004321122035

Upstate Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Upstate Advisors, LLC 401(k) Plan

401(k) retirement plan · Upstate Advisors, LLC's Upstate Advisors, LLC 401(k) Plan held $18K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Elantha Barry signed Upstate Advisors, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Upstate Advisors, LLC's EIN is 99-0610216.

EIN 99-0610216

Plan number 001

Plan year 2025

ACK ID 20260506220106NAL0004321122035

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Upstate 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 UPSTATE ADVISORS, LLC.

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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