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  2. Up North Financial, LLC

Filings through Oct 24, 2026.

Up North Financial, LLC

EIN 27-0696630-financial services-Latest filing 2025
Plans
1
Retirement
1
$157K assets
Health & Benefits
0
Participants
3
223 E. STATE ST., SUITE 200 - TRAVERSE CITY, MI 49684231-929-9300upnorthfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#003401(k)-$157K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#003

UNF 401(K) PLAN

401(k)

Assets$157K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003UNF 401(K) PLAN401(k)$157K32025
  • UNF 401(K) PLAN$157K
    #003 · 401(k) · 20253
Retirement plans
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