Emmi Roth Usa, Inc. 401(k) Plan: Login, Facts & Contact Information

Emmi Roth Usa, Inc. 401(k) Plan Facts

Plan name
EMMI ROTH USA 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
EMMI ROTH USA, INC.
Participants
444 (525 active employees)
Former employees with a balance
135
Plan assets
$30,150,798 at Dec 31, 2024
Average account balance
$51,277 across 588 accounts
Employer contributions
$1,122,224 in plan year 2024 (29% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2000
✓ 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 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.90 million went into the plan in contributions, $1.12 million of it from the employer (29%).
  • $2.95 million was paid out to participants.
  • Investment and other income added $3.75 million.
  • Administrative expenses were $52,604, about $89 per account.

How the Emmi Roth Usa, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019278$14.1 million$566,411$1.33 million
2020357$17.2 million$634,940$1.39 million
2021355$21.4 million$677,297$1.08 million
2022370$19.2 million$823,992$1.04 million
2023409$25.5 million$910,037$1.26 million
2024444$30.2 million$1.12 million$2.95 million

Emmi Roth Usa, Inc. 401(k) Contact Information

Phone
608-285-9800
Mailing address
1800 WILLIAMS DRIVE, STOUGHTON WI 53589
Plan sponsor
EMMI ROTH USA, INC.
Employer identification number (EIN)
39-1666423
Plan number
001

Questions about the Emmi Roth Usa, Inc. 401(k)

Does Emmi Roth Usa, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.12 million, 29% of all contributions.

Does the Emmi Roth Usa, Inc 401(k) have automatic enrollment?

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

How many people are in the Emmi Roth Usa, Inc 401(k) plan?

444 participants at the start of plan year 2024, 525 of them active employees, and 135 former employees who still had money in the plan.

What is the average 401(k) balance at Emmi Roth Usa, Inc?

About $51,277 per account: $30.2 million in plan assets across 588 accounts with a balance at the end of plan year 2024.

Who manages the Emmi Roth Usa, 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 Emmi Roth Usa, 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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