E.t. Whitehall Santa Monica Partners, L.p. 401(k) Plan: Login, Facts & Contact Information
E.t. Whitehall Santa Monica Partners, L.p. 401(k) Login
130 former E.t. Whitehall Santa Monica Partners, L.p. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
E.t. Whitehall Santa Monica Partners, L.p. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $2.84 million went into the plan in contributions, $879,686 of it from the employer (31%).
- $2.42 million was paid out to participants.
- Investment and other income added $3.20 million.
- Administrative expenses were $129,253, about $281 per account.
How the E.t. Whitehall Santa Monica Partners, L.p. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 372 | $19.6 million | $606,608 | $484,278 |
| 2020 | 388 | $26.6 million | $435,248 | $8.36 million |
| 2021 | 450 | $27.1 million | $687,952 | $4.38 million |
| 2022 | 656 | $23.2 million | $913,088 | $2.18 million |
| 2023 | 691 | $28.1 million | $1.07 million | $1.75 million |
| 2024 | 702 | $31.6 million | $879,686 | $2.42 million |
E.t. Whitehall Santa Monica Partners, L.p. 401(k) Contact Information
Questions about the E.t. Whitehall Santa Monica Partners, L.p. 401(k)
Does E.t. Whitehall Santa Monica Partners, L.p contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $879,686, 31% of all contributions.
Does the E.t. Whitehall Santa Monica Partners, L.p 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the E.t. Whitehall Santa Monica Partners, L.p 401(k) plan?
702 participants at the start of plan year 2024, 564 of them active employees, and 130 former employees who still had money in the plan.
What is the average 401(k) balance at E.t. Whitehall Santa Monica Partners, L.p?
About $68,651 per account: $31.6 million in plan assets across 460 accounts with a balance at the end of plan year 2024.
Who manages the E.t. Whitehall Santa Monica Partners, L.p 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 E.t. Whitehall Santa Monica Partners, L.p. 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.