Eliassen Group, Llc. 401(k) Plan: Login, Facts & Contact Information

Eliassen Group, Llc. 401(k) Plan Facts

Plan name
ELIASSEN GROUP, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ELIASSEN GROUP, LLC.
Participants
3,402 (2,790 active employees)
Former employees with a balance
1,582
Plan assets
$136,982,231 at Dec 31, 2024
Average account balance
$54,186 across 2,528 accounts
Employer contributions
$610,470 in plan year 2024 (3% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1993
✓ 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

  • $19.4 million went into the plan in contributions, $610,470 of it from the employer (3%).
  • $21.7 million was paid out to participants.
  • Investment and other income added $17.9 million.
  • Administrative expenses were $215,333, about $85 per account.

How the Eliassen Group, Llc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,297$70.2 million$356,698$7.97 million
20202,740$84.5 million$462,889$9.71 million
20212,805$100.1 million$453,876$14.9 million
20223,247$94.8 million$470,523$12.8 million
20233,468$121.6 million$639,317$12.0 million
20243,402$137.0 million$610,470$21.7 million

Eliassen Group, Llc. 401(k) Contact Information

Phone
781-246-1600
Mailing address
55 WALKERS BROOK DR. 6TH FLOOR, READING MA 01867
Plan sponsor
ELIASSEN GROUP, LLC.
Employer identification number (EIN)
04-3097449
Plan number
001

Questions about the Eliassen Group, Llc. 401(k)

Does Eliassen Group, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $610,470, 3% of all contributions.

Does the Eliassen Group, Llc 401(k) have automatic enrollment?

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

How many people are in the Eliassen Group, Llc 401(k) plan?

3,402 participants at the start of plan year 2024, 2,790 of them active employees, and 1,582 former employees who still had money in the plan.

What is the average 401(k) balance at Eliassen Group, Llc?

About $54,186 per account: $137.0 million in plan assets across 2,528 accounts with a balance at the end of plan year 2024.

Who manages the Eliassen Group, 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 Eliassen Group, 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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