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UPSHOT CAPITAL ADVISORS LLC

EIN 81-2355774-investment management-Latest filing 2025
Plans
1
Retirement
1
$295K assets
Welfare
0
Participants
7
255 S ORANGE AVE STE 720 - ORLANDO, FL 328013450407-286-9206upshotca.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$295K - 7 part

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Retirement#001

UPSHOT CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$295K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UPSHOT CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$295K72025
Retirement plans
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