How big is Upstream Minnesota's plan?

Upstream Minnesota's plan reported $18K in assets and 2 participants for 2024.

Original filing (PDF)20250718152018NAL0001030931001

Upstream Minnesota

Name: Upstream Minnesota — Upstream Minnesota 401(k) Plan, Form 5500 (2024)
Creator: Upstream Minnesota
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Upstream Minnesota 401(k) Plan

401(k) retirement plan · Upstream Minnesota's Upstream Minnesota 401(k) Plan held $18K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Marcus Bowie signed Upstream Minnesota's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Upstream Minnesota's EIN is 99-1831415.

EIN 99-1831415

Plan number 001

Plan year 2024

ACK ID 20250718152018NAL0001030931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Upstream Minnesota from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Upstream Minnesota'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 UPSTREAM MINNESOTA.

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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