Filings through .
Sponsor portfolio
Upland Private Wealth LLC
EIN 92-0690040financial servicesLatest filing 2025
Plans
1
Retirement
1
$172K assets
Welfare
0
Participants
3
1802 BROADWAY, SUITE 1 - SCOTTSBLUFF, NE 693613510308-310-4051uplandprivatewealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UPLAND PRIVATE WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST | 401(k) | $172K | 3 | 2025 |
Retirement plans