Fort Healthcare, Inc. 401(k) Plan: Login, Facts & Contact Information

Fort Healthcare, Inc. 401(k) Plan Facts

Plan name
FORT HEALTHCARE, INC. SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
FORT HEALTHCARE, INC.
Participants
1,122 (823 active employees)
Former employees with a balance
277
Plan assets
$129,263,151 at Dec 31, 2024
Average account balance
$122,757 across 1,053 accounts
Employer contributions
$2,132,518 in plan year 2024 (27% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1967
✓ 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 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $8.03 million went into the plan in contributions, $2.13 million of it from the employer (27%).
  • $12.7 million was paid out to participants.
  • Investment and other income added $16.4 million.
  • Administrative expenses were $93,764, about $89 per account.

How the Fort Healthcare, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,064$104.5 million$1.83 million$7.73 million
20201,057$116.8 million$1.86 million$9.00 million
20211,080$129.8 million$1.94 million$11.9 million
20221,109$104.2 million$2.00 million$11.0 million
20231,112$117.6 million$2.10 million$12.3 million
20241,122$129.3 million$2.13 million$12.7 million

Fort Healthcare, Inc. 401(k) Contact Information

Phone
920-568-5490
Mailing address
611 E SHERMAN AVE, FORT ATKINSON WI 535381960
Plan sponsor
FORT HEALTHCARE, INC.
Employer identification number (EIN)
39-0286215
Plan number
001

Questions about the Fort Healthcare, Inc. 401(k)

Does Fort Healthcare, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.13 million, 27% of all contributions.

Does the Fort Healthcare, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Fort Healthcare, Inc 401(k) plan?

1,122 participants at the start of plan year 2024, 823 of them active employees, and 277 former employees who still had money in the plan.

What is the average 401(k) balance at Fort Healthcare, Inc?

About $122,757 per account: $129.3 million in plan assets across 1,053 accounts with a balance at the end of plan year 2024.

Who manages the Fort Healthcare, Inc 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 Fort Healthcare, Inc. 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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