UPGRADE INC. 401(k) Plan
What public Form 5500 filings show about the UPGRADE INC. 401(k) plan — and how to find and check your own account.
The UPGRADE INC. 401(k) on its latest Form 5500
UPGRADE INC. (EIN 81-2807376) reports UPGRADE INC. 401(K) PLAN on its most recent Form 5500, with $54.5M in plan assets across 1,537 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 UPGRADE INC. filing — schedules, fees, and providers.
Who runs the UPGRADE 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your UPGRADE INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MFS FUNDS, FIDELITY, EUROPACIFIC GROWTH FUND, BLACKROCK FUNDS, PRINCIPAL FUND, ALLSPRING SPECIAL SMALL-CAP VAL R.
How to check your UPGRADE INC. 401(k)
- Log in to Vanguard’s participant portal (the site on your statements).
- Ask UPGRADE 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).