P 401(k) Plan Report

Stable plan record

UPLAND PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by UPLAND PRIVATE WEALTH LLC · EIN/PN 920690040-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$9,075
Administrative cost per participant
2025
$210
Active participants
2025
3
Total plan assets
2025
$171,938
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260513170403NAL00156474260013$9,075
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.