Aldridge Group, Llc 401(k) Plan: Login, Facts & Contact Information

Aldridge Group, Llc 401(k) Plan Facts

Plan name
ALDRIDGE GROUP, LLC 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ALDRIDGE GROUP, LLC
Participants
622 (532 active employees)
Former employees with a balance
95
Plan assets
$116,843,022 at Dec 31, 2024
Average account balance
$186,949 across 625 accounts
Employer contributions
$3,496,980 in plan year 2024 (34% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 24, 1969
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 Oct 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.4 million went into the plan in contributions, $3.50 million of it from the employer (34%).
  • $6.28 million was paid out to participants.
  • Investment and other income added $14.9 million.
  • Administrative expenses were $216,487, about $346 per account.

How the Aldridge Group, Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019474$57.7 million$1.93 million$2.44 million
2020474$72.5 million$2.14 million$2.15 million
2021538$87.9 million$2.48 million$3.19 million
2022552$80.4 million$2.67 million$1.98 million
2023591$98.1 million$3.20 million$6.17 million
2024622$116.8 million$3.50 million$6.28 million

Aldridge Group, Llc 401(k) Contact Information

Phone
847-680-5200
Mailing address
844 EAST ROCKLAND RD, LIBERTYVILLE IL 60048
Plan sponsor
ALDRIDGE GROUP, LLC
Employer identification number (EIN)
46-4566651
Plan number
001

Questions about the Aldridge Group, Llc 401(k)

Does Aldridge Group, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.50 million, 34% of all contributions.

Does the Aldridge Group, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Aldridge Group, Llc 401(k) plan?

622 participants at the start of plan year 2024, 532 of them active employees, and 95 former employees who still had money in the plan.

What is the average 401(k) balance at Aldridge Group, Llc?

About $186,949 per account: $116.8 million in plan assets across 625 accounts with a balance at the end of plan year 2024.

Who manages the Aldridge Group, Llc 401(k) accounts?

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

I no longer work at Aldridge Group, Llc. 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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