Sam Griffith signed Upstart Network, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Upstart Network, Inc.'s EIN is 45-4660612.
Download the official 2024 Form 5500 (PDF) for Upstart Network, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Upstart Network, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO.,INC. | 94-1737782 | — | NONE | $23 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual fund | Common Collective Trusts | — | — | $23.4M | 23.9% | |
| Schwab Target 2055 Index Fund Mutual fund | Common Collective Trusts | — | — | $9.0M | 9.2% | |
| Schwab Target 2050 Index Fund Mutual fund | Common Collective Trusts | — | — | $8.3M | 8.4% | |
| Vanguard Growth Index Admiral Fund Mutual fund | Mutual Funds | — | — | $7.3M | 7.4% | |
| VANGUARD DEVELOPED MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $6.2M | 6.3% | |
| Schwab Target 2060 Index Fund Mutual fund | Common Collective Trusts | — | — | $5.5M | 5.6% | |
| Schwab Target 2045 Index Fund Mutual fund | Common Collective Trusts | — | — | $4.5M | 4.6% | |
| Vanguard Small Cap Index Admiral Fund Mutual fund | Mutual Funds | — | — | $4.4M | 4.4% | |
| VANGUARD EMRG MKTS INDEX ADM Registered Investment Company | Mutual Funds | — | — | $3.3M | 3.4% | |
| Schwab Target 2040 Index Fund Mutual fund | Common Collective Trusts | — | — | $3.1M | 3.1% | |
| JPMORGAN INTL EQT FD CL R6 Registered Investment Company | Common Stocks | — | — | $3.0M | 3.0% | |
| JPMorgan International Equity Fund Mutual fund | Other securities | — | — | $3.0M | 3.0% | |
| Vanguard Mid Cap Index Admiral Fund Mutual fund | Mutual Funds | — | — | $3.0M | 3.0% | |
| Columbia Dividend Income Institutional Fund Mutual fund | Other securities | — | — | $2.3M | 2.4% | |
| VANGUARD INTERM TERM BD IDX A Registered Investment Company | Common Collective Trusts | — | — | $2.1M | 2.2% | |
| Gabelli US Treasury Cash equivalent | U.S. Treasuries | — | — | $1.9M | 1.9% | |
| Personal Choice Retirement Fund Self-directed brokerage | Self-Directed Brokerage | — | — | $1.8M | 1.8% | |
| Schwab Target 2065 Index Fund Mutual fund | Common Collective Trusts | — | — | $1.5M | 1.6% | |
| COHEN & STEERS U.S. REALTY FUND COHEN & STEERS COLLEC INVEST TRUST · EIN 46-3411345 / PN 064 | Common Collective Trust | — | — | $1.3M | 1.3% | |
| Schwab Target 2035 Index Fund Mutual fund | Common Collective Trusts | — | — | $919K | 0.9% | |
| Blackrock Mid Cap Growth Portfolio Fund Mutual fund | Common Stocks | — | — | $793K | 0.8% | |
| 4.25% - 9.50% | Bonds / Notes | — | — | $777K | 0.8% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $777K | 0.8% | |
| Schwab Target 2030 Index Fund Mutual fund | Common Collective Trusts | — | — | $660K | 0.7% | |
| Schwab Target 2025 Index Fund Mutual fund | Common Collective Trusts | — | — | $659K | 0.7% | |
| Voya Small Cap Growth Fund Mutual fund | Common Stocks | — | — | $554K | 0.6% | |
| MFS MID CAP VALUE R6 Registered Investment Company | Mutual Funds | — | — | $530K | 0.5% | |
| Schwab Target 2010 Index Fund Mutual fund | Common Collective Trusts | — | — | $315K | 0.3% | |
| Schwab Target 2020 Index Fund Mutual fund | Common Collective Trusts | — | — | $65K | <0.1% |
