Upland Software, Inc. 401(k) Plan: Login, Facts & Contact Information

Upland Software, Inc. 401(k) Plan Facts

Plan name
UPLAND SOFTWARE INC. 401(K)
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UPLAND SOFTWARE, INC.
Participants
1,048 (431 active employees)
Former employees with a balance
326
Plan assets
$65,187,233 at Dec 31, 2024
Average account balance
$89,175 across 731 accounts
Recordkeeper
Empower Annuity Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1998
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 25, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.17 million went into the plan in contributions.
  • $8.84 million was paid out to participants.
  • Investment and other income added $8.44 million.
  • Administrative expenses were $265,351, about $363 per account.

How the Upland Software, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019673$35.1 million$0$3.58 million
2020857$48.6 million$0$7.33 million
20211,015$61.8 million$35,267$7.97 million
20221,010$55.9 million$0$6.35 million
20231,009$60.7 million$0$9.47 million
20241,048$65.2 million$0$8.84 million

Upland Software, Inc. 401(k) Contact Information

Phone
402-858-9748
Mailing address
900 S. CAPITAL OF TEXAS HIGHWAY, SUITE 300, AUSTIN TX 78746
Plan sponsor
UPLAND SOFTWARE, INC.
Employer identification number (EIN)
27-2992077
Plan number
001

Questions about the Upland Software, Inc. 401(k)

Does Upland Software, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Upland Software, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Upland Software, Inc 401(k) plan?

1,048 participants at the start of plan year 2024, 431 of them active employees, and 326 former employees who still had money in the plan.

What is the average 401(k) balance at Upland Software, Inc?

About $89,175 per account: $65.2 million in plan assets across 731 accounts with a balance at the end of plan year 2024.

Who manages the Upland Software, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Upland Software, Inc. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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