Complete Office, Llc 401(k) Plan: Login, Facts & Contact Information

Complete Office, Llc 401(k) Plan Facts

Plan name
COMPLETE OFFICE 401(K) PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
COMPLETE OFFICE, LLC
Participants
1,428 (1,245 active employees)
Former employees with a balance
205
Plan assets
$73,859,773 at Dec 31, 2024
Average account balance
$71,778 across 1,029 accounts
Employer contributions
$1,364,106 in plan year 2024 (18% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2007
✓ 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 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $7.44 million went into the plan in contributions, $1.36 million of it from the employer (18%).
  • $6.69 million was paid out to participants.
  • Investment and other income added $8.67 million.
  • Administrative expenses were $15,657, about $15 per account.

How the Complete Office, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019437$14.8 million$161,602$1.12 million
2020437$21.1 million$273,862$1.79 million
2021466$27.0 million$330,698$7.15 million
2022536$22.4 million$449,022$2.83 million
2023503$64.5 million$763,096$3.28 million
20241,428$73.9 million$1.36 million$6.69 million

Complete Office, Llc 401(k) Contact Information

Phone
262-255-8095
Mailing address
N115W18500 EDISON DRIVE, GERMANTOWN WI 53022
Plan sponsor
COMPLETE OFFICE, LLC
Employer identification number (EIN)
91-2197470
Plan number
001

Questions about the Complete Office, Llc 401(k)

Does Complete Office, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.36 million, 18% of all contributions.

Does the Complete Office, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Complete Office, Llc 401(k) plan?

1,428 participants at the start of plan year 2024, 1,245 of them active employees, and 205 former employees who still had money in the plan.

What is the average 401(k) balance at Complete Office, Llc?

About $71,778 per account: $73.9 million in plan assets across 1,029 accounts with a balance at the end of plan year 2024.

Who manages the Complete Office, Llc 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 Complete Office, Llc. 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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