# Upgrade, INC 401(k) Plan
Source: https://planprovider.pro/companies/upgrade-inc-812807376-501

> Upgrade, INC's 401(k) plan: 1,574 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

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

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

| 2025|1,574|$0|$0|$0|

| 2024|1,395|$0|$0|$0|

| 2023|1,332|$0|$0|$0|

| 2022|1,258|$0|$0|$0|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/upgrade-inc-812807376-501)

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