Family Allergy Mso, Llc 401(k) Plan: Login, Facts & Contact Information

Family Allergy Mso, Llc 401(k) Plan Facts

Plan name
FAMILY ALLERGY & ASTHMA SAFE HARBOR 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
FAMILY ALLERGY MSO, LLC
Participants
507 (530 active employees)
Former employees with a balance
52
Plan assets
$37,244,098 at Dec 31, 2024
Average account balance
$94,289 across 395 accounts
Employer contributions
$1,258,934 in plan year 2024 (30% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2002
✓ 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 Dec 31, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.20 million went into the plan in contributions, $1.26 million of it from the employer (30%).
  • $7.13 million was paid out to participants.
  • Investment and other income added $4.22 million.
  • Administrative expenses were $94,148, about $238 per account.

How the Family Allergy Mso, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019229$20.5 million$547,869$523,942
2020245$23.3 million$623,623$2.28 million
2021293$29.4 million$808,339$744,814
2022396$27.4 million$1.10 million$2.70 million
2023457$34.4 million$1.24 million$2.20 million
2024507$37.2 million$1.26 million$7.13 million

Family Allergy Mso, Llc 401(k) Contact Information

Phone
502-429-8585
Mailing address
9800 SHELBYVILLE ROAD SUITE 220, LOUISVILLE KY 40223
Plan sponsor
FAMILY ALLERGY MSO, LLC
Employer identification number (EIN)
82-4503357
Plan number
001

Questions about the Family Allergy Mso, Llc 401(k)

Does Family Allergy Mso, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.26 million, 30% of all contributions.

Does the Family Allergy Mso, Llc 401(k) have automatic enrollment?

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

How many people are in the Family Allergy Mso, Llc 401(k) plan?

507 participants at the start of plan year 2024, 530 of them active employees, and 52 former employees who still had money in the plan.

What is the average 401(k) balance at Family Allergy Mso, Llc?

About $94,289 per account: $37.2 million in plan assets across 395 accounts with a balance at the end of plan year 2024.

Who manages the Family Allergy Mso, Llc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Family Allergy Mso, Llc. How do I access my 401(k)?

Your account stays with Principal 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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