Assets by plan
Share of aggregate retirement assets
- AND GOLD 401K (#001)$4.2M
Filings through .
Top hat
Upstate Coin and Gold
EIN 20-1158966Wholesale TradeLatest filing 2025
Plans
3
Retirement
3
$6.2M assets
Health & Benefits
0
Participants
220
12353 E. EASTER AVENUE SUITE 200 - CENTENNIAL, CO 80112315-637-1300
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $6.2M assets / 220 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
UPSTATE COIN AND GOLD 401K
401(k)
Assets$4.2M
Participants92
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
UPSTATE COIN AND GOLD CASH BALANCE PLAN
Cash balance
Assets$1.1M
Participants61
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
UPSTATE COIN AND GOLD PROFIT SHARING PLAN
Profit-sharing
Assets$1000K
Participants67
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | UPSTATE COIN AND GOLD 401K | 401(k) | $4.2M | 92 | 2025 |
| #003 | UPSTATE COIN AND GOLD CASH BALANCE PLAN | Cash balance | $1.1M | 61 | 2025 |
| #002 | UPSTATE COIN AND GOLD PROFIT SHARING PLAN | Profit-sharing | $1000K | 67 | 2025 |
- #001 · 401(k) · 202592
- #003 · Cash balance · 202561
- #002 · Profit-sharing · 202567
Retirement plans