Plan profile · 2023
UPGRADE INC.
UPGRADE INC. 401(K) PLAN · –
Sponsor contact
Address275 BATTERY STREET, SAN FRANCISCO
State / ZIPCA 94111
Phone2032169827
EIN / Plan #812807376 / 002
Plan health
Assets (EOY)$29M
Participants1,221
Avg balance$24k
Employer contrib$4M
Distributions$2M
Red flags
Delinquent contribs$270k
Fidelity bond$5M
Bond adequate?yes
AuditorPENSION ASSURANCE LLP
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| T. ROWE PRICE RPS, INC. | 521309931 | $54k |
| FIDELITY | 042647786 | $0 |
| MFS FUNDS | 042747644 | $0 |
| AMERICAN FUNDS | 951411037 | $0 |
| JP MORGAN FUNDS | 132624428 | $0 |
| BLACKROCK FUNDS | 046171663 | $0 |
| ALLSPRING SPECIAL SMALL-CAP VAL R | – | $0 |