Upgrade, INC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Upgrade, INC
  • Sponsor EIN: 812807376
  • Sponsor Address: 275 BATTERY STREET, 23RD FLOOR, SAN FRANCISCO, CA, 94111
  • Plan Type: 401(k)
  • Plan Number: 501
  • Total Participants: 1,574
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20251,574$0$0$0
20241,395$0$0$0
20231,332$0$0$0
20221,258$0$0$0

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