UPBOUND GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the UPBOUND GROUP, INC. 401(k) plan — and how to find and check your own account.
The UPBOUND GROUP, INC. 401(k) on its latest Form 5500
UPBOUND GROUP, INC. (EIN 45-0491516) reports UPBOUND 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $245.2M in plan assets across 9,266 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full UPBOUND GROUP, INC. filing — schedules, fees, and providers.
Who runs the UPBOUND GROUP, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your UPBOUND GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JPMORGAN INVEST HOLDINGS.
How to check your UPBOUND GROUP, INC. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask UPBOUND GROUP, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).