Ashfield Healthcare, Llc 401(k) Plan: Login, Facts & Contact Information

Ashfield Healthcare, Llc 401(k) Plan Facts

Plan name
INIZIO RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ASHFIELD HEALTHCARE, LLC
Participants
4,298 (2,200 active employees)
Former employees with a balance
1,652
Plan assets
$139,761,165 at Dec 31, 2024
Average account balance
$37,101 across 3,767 accounts
Employer contributions
$6,089,309 in plan year 2024 (23% of all contributions)
Recordkeeper
Global Retirement Partners
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 2005
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 11, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $26.9 million went into the plan in contributions, $6.09 million of it from the employer (23%).
  • $23.5 million was paid out to participants.
  • Investment and other income added $16.6 million.
  • Administrative expenses were $430,672, about $114 per account.

How the Ashfield Healthcare, Llc 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,883$27.4 million$1.31 million$4.31 million
20202,041$57.7 million$3.66 million$5.33 million
20212,443$70.8 million$3.63 million$8.79 million
20222,725$77.4 million$4.94 million$7.25 million
20233,942$107.8 million$6.30 million$11.7 million
20244,298$139.8 million$6.09 million$23.5 million

Ashfield Healthcare, Llc 401(k) Contact Information

Phone
267-864-6769
Mailing address
1100 VIRGINIA DRIVE SUITE 200, FT WASHINGTON PA 19034
Plan sponsor
ASHFIELD HEALTHCARE, LLC
Employer identification number (EIN)
90-0789049
Plan number
001

Questions about the Ashfield Healthcare, Llc 401(k)

Does Ashfield Healthcare, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $6.09 million, 23% of all contributions.

Does the Ashfield Healthcare, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Ashfield Healthcare, Llc 401(k) plan?

4,298 participants at the start of plan year 2024, 2,200 of them active employees, and 1,652 former employees who still had money in the plan.

What is the average 401(k) balance at Ashfield Healthcare, Llc?

About $37,101 per account: $139.8 million in plan assets across 3,767 accounts with a balance at the end of plan year 2024.

Who manages the Ashfield Healthcare, Llc 401(k) accounts?

GLOBAL RETIREMENT PARTNERS is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Ashfield Healthcare, Llc. How do I access my 401(k)?

Your account stays with GLOBAL RETIREMENT PARTNERS 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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