Clasen Quality Chocolate 401(k) Plan: Login, Facts & Contact Information

Clasen Quality Chocolate 401(k) Plan Facts

Plan name
CLASEN QUALITY CHOCOLATE 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CLASEN QUALITY CHOCOLATE
Participants
670 (669 active employees)
Former employees with a balance
129
Plan assets
$67,491,181 at Dec 31, 2024
Average account balance
$88,571 across 762 accounts
Employer contributions
$3,021,799 in plan year 2024 (35% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1986
✓ 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 Aug 28, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $8.55 million went into the plan in contributions, $3.02 million of it from the employer (35%).
  • $3.82 million was paid out to participants.
  • Investment and other income added $7.27 million.
  • Administrative expenses were $7,127, about $9 per account.

How the Clasen Quality Chocolate 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019429$28.1 million$1.51 million$1.22 million
2020482$38.7 million$1.85 million$2.30 million
2021542$48.5 million$2.03 million$1.60 million
2022594$43.9 million$2.50 million$2.99 million
2023669$55.5 million$2.55 million$4.55 million
2024670$67.5 million$3.02 million$3.82 million

Clasen Quality Chocolate 401(k) Contact Information

Phone
608-234-4065
Mailing address
5126 WEST TERRACE DRIVE SUITE 100, MADISON WI 53718
Plan sponsor
CLASEN QUALITY CHOCOLATE
Employer identification number (EIN)
39-1921811
Plan number
001

Questions about the Clasen Quality Chocolate 401(k)

Does Clasen Quality Chocolate contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.02 million, 35% of all contributions.

Does the Clasen Quality Chocolate 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Clasen Quality Chocolate 401(k) plan?

670 participants at the start of plan year 2024, 669 of them active employees, and 129 former employees who still had money in the plan.

What is the average 401(k) balance at Clasen Quality Chocolate?

About $88,571 per account: $67.5 million in plan assets across 762 accounts with a balance at the end of plan year 2024.

Who manages the Clasen Quality Chocolate 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 Clasen Quality Chocolate. 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.

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