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  2. Upland Advisors

Filings through Oct 24, 2026.

Sponsor portfolio

Upland Advisors

EIN 83-4572806-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$72K assets
Welfare
0
Participants
2
995 MARSH RD STE 102 - REDWOOD CITY, CA 940634441202-810-2227
Plans on this EIN
1 filing
#001401(k)-$72K - 2 part

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Retirement#001

UPLAND ADVISORS 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$72K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001UPLAND ADVISORS 401(K) PROFIT SHARING PLAN & TRUST401(k)$72K22025
Retirement plans
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