Corgan Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

Corgan Associates, Inc. 401(k) Plan Facts

Plan name
CORGAN ASSOCIATES, INC. 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
CORGAN ASSOCIATES, INC.
Participants
1,209 (1,046 active employees)
Former employees with a balance
352
Plan assets
$122,831,556 at Dec 31, 2024
Average account balance
$91,461 across 1,343 accounts
Employer contributions
$3,439,671 in plan year 2024 (28% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1989
✓ 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 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $12.4 million went into the plan in contributions, $3.44 million of it from the employer (28%).
  • $5.57 million was paid out to participants.
  • Investment and other income added $14.9 million.
  • Administrative expenses were $186,748, about $139 per account.

How the Corgan Associates, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019796$70.5 million$2.06 million$3.93 million
2020869$86.2 million$2.18 million$3.61 million
2021815$99.4 million$2.01 million$6.36 million
2022865$83.8 million$2.27 million$5.84 million
20231,071$101.4 million$2.83 million$7.89 million
20241,209$122.8 million$3.44 million$5.57 million

Corgan Associates, Inc. 401(k) Contact Information

Phone
214-748-2000
Mailing address
401 N HOUSTON ST., DALLAS TX 75202
Plan sponsor
CORGAN ASSOCIATES, INC.
Employer identification number (EIN)
75-1079692
Plan number
001

Questions about the Corgan Associates, Inc. 401(k)

Does Corgan Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.44 million, 28% of all contributions.

Does the Corgan Associates, Inc 401(k) have automatic enrollment?

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

How many people are in the Corgan Associates, Inc 401(k) plan?

1,209 participants at the start of plan year 2024, 1,046 of them active employees, and 352 former employees who still had money in the plan.

What is the average 401(k) balance at Corgan Associates, Inc?

About $91,461 per account: $122.8 million in plan assets across 1,343 accounts with a balance at the end of plan year 2024.

Who manages the Corgan Associates, 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 Corgan Associates, 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.

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