Click a collective trust to see every plan that holds it.
| Fund / entity | Plans holding |
|---|---|
| JOHN HANCOCK USA | 5 |
| AMERITAS LIFE INS SEP A/C D | 3 |
| S4778F | 1 |
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| Sponsor / Plan | Location | Services | Participants | Assets | Direct comp | Indirect comp |
|---|---|---|---|---|---|---|
| Upgrade Inc. Upgrade Inc. 401(k) Plan · all filings | SAN FRANCISCO, CA | Other service providers | 1,537 | $54.5M | $0 | $0 |
| Dufresne Spencer Group Holdings, LLC Ashley Furniture Homestore 401(k) Plan · all filings | MEMPHIS, TN | Other service providers | 573 | $28.8M | $0 | $0 |
| Upgrade Inc. Upgrade Inc. 401(k) Plan · all filings | SAN FRANCISCO, CA | Other service providers | 1,221 | $28.8M | $0 | $0 |
| Dufresne Spencer Group Holdings, LLC Ashley Furniture Homestore 401(k) Plan · all filings | MEMPHIS, TN | Other service providers | 2,165 | $23.2M | $0 | $0 |