# Upbound Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/rent-a-center-inc-401k-plan

> Upbound Group, INC.'s 401(k) plan: 9,266 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upbound Group, INC.

- **Sponsor EIN:** 450491516

- **Sponsor Address:** 5501 HEADQUARTERS DRIVE, PLANO, TX, 75024

- **Plan Type:** 401(k)

- **Total Participants:** 9,266

- **Total Assets:** $245.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|9,266|$245.2M|$4.6M|$12.8M|

| 2023|9,879|$228.2M|$4.8M|$12.2M|

| 2022|9,573|$198.7M|$5.8M|$13.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$89,572|—|$89,572|

| JPMORGAN INVEST HOLDINGS LLC|RECORDKEEPER|$17,827|—|$17,827|

| WEAVER AND TIDWELL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $107,399

- **Estimated Expense Ratio:** 0.044% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$107,399|$89,572|—|—|—|

| 2023|$113,551|$73,613|—|—|—|

| 2022|$144,086|$61,817|$82,269|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/rent-a-center-inc-401k-plan)

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