Sponsor portfolio
UPSTATE COMPANIES I, LLC
EIN 45-5454043constructionLatest filing 2025
Plans
2
Retirement
1
$9.2M assets
Welfare
1
Participants
213
1690 STATE HIGHWAY 8 - MOUNT UPTON, NY 13809607-867-4025upstatecompany.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UPSTATE COMPANIES I, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$9.2M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UPSTATE COMPANIES I, LLC DIRECT ADVISORS TRUST
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPSTATE COMPANIES I, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $9.2M | 142 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UPSTATE COMPANIES I, LLC DIRECT ADVISORS TRUST | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans