Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
UPSTATE COIN AND GOLD
EIN 20-1158966Wholesale TradeLatest filing 2025
Plans
3
Retirement
3
$5.9M assets
Welfare
0
Participants
204
12353 E. EASTER AVENUE SUITE 200 - CENTENNIAL, CO 80112315-637-1300
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $5.9M assets / 204 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UPSTATE COIN AND GOLD 401K
401k
Assets$4.2M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
UPSTATE COIN AND GOLD CASH BALANCE PLAN
CashBalance
Assets$987K
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
UPSTATE COIN AND GOLD PROFIT SHARING PLAN
ProfitSharing
Assets$735K
Participants61
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPSTATE COIN AND GOLD 401K | 401k | $4.2M | 92 | 2025 | |
| 003 | UPSTATE COIN AND GOLD CASH BALANCE PLAN | CashBalance | $987K | 51 | 2024 | |
| 002 | UPSTATE COIN AND GOLD PROFIT SHARING PLAN | ProfitSharing | $735K | 61 | 2024 |
Retirement plans