Filings through .
Sponsor portfolio
Upland Capital Advisors, LLC
EIN 93-4285975Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$226K assets
Welfare
0
Participants
4
23935 HIGH MEADOW DR - GOLDEN, CO 804019384713-553-9927
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 CAPITAL ADVISORS, LLC 401(K) PLAN | 401(k) | $226K | 4 | 2025 |
Retirement plans