Apella Health Management, Inc. 401(k) Plan: Login, Facts & Contact Information

Apella Health Management, Inc. 401(k) Plan Facts

Plan name
APELLA HEALTH MANAGEMENT, INC. RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
APELLA HEALTH MANAGEMENT, INC.
Participants
7,366 (7,010 active employees)
Former employees with a balance
1,001
Plan assets
$167,613,886 at Dec 31, 2024
Average account balance
$22,072 across 7,594 accounts
Employer contributions
$10,734,686 in plan year 2024 (27% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 2017
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 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $39.9 million went into the plan in contributions, $10.7 million of it from the employer (27%).
  • $15.7 million was paid out to participants.
  • Investment and other income added $17.6 million.
  • Administrative expenses were $667,110, about $88 per account.

How the Apella Health Management, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,230$40.4 million$4.04 million$2.24 million
20204,372$59.1 million$5.00 million$7.16 million
20214,966$84.5 million$6.29 million$6.72 million
20225,702$87.4 million$7.66 million$9.67 million
20236,506$126.6 million$9.42 million$11.6 million
20247,366$167.6 million$10.7 million$15.7 million

Apella Health Management, Inc. 401(k) Contact Information

Phone
864-560-6041
Mailing address
700 NORTH PINE STREET, SPARTANBURG SC 29303
Plan sponsor
APELLA HEALTH MANAGEMENT, INC.
Employer identification number (EIN)
81-4193950
Plan number
001

Questions about the Apella Health Management, Inc. 401(k)

Does Apella Health Management, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $10.7 million, 27% of all contributions.

Does the Apella Health Management, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Apella Health Management, Inc 401(k) plan?

7,366 participants at the start of plan year 2024, 7,010 of them active employees, and 1,001 former employees who still had money in the plan.

What is the average 401(k) balance at Apella Health Management, Inc?

About $22,072 per account: $167.6 million in plan assets across 7,594 accounts with a balance at the end of plan year 2024.

Who manages the Apella Health Management, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Apella Health Management, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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.

Related Companies
Headquarter: 526 MAIN STREET SUITE 302, ACTON, MA, 01720
Headquarter: 4655 W. CHASE AVENUE, LINCOLNWOOD, IL, 60712
Headquarter: 2244 WALNUT GROVE AVE. PO BOX 800, ROSEMEAD, CA, 917703714
Headquarter: 1999 BRYAN STREET STE 1200, DALLAS, TX, 75201
Headquarter: 222 JACOBS STREET, 3RD FLOOR, CAMBRIDGE, MA, 02141