Franciscan Alliance, Inc. 401(k) Plan: Login, Facts & Contact Information

Franciscan Alliance, Inc. 401(k) Plan Facts

Plan name
ASSISI RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
FRANCISCAN ALLIANCE, INC.
Participants
804 (643 active employees)
Former employees with a balance
87
Plan assets
$77,347,805 at Dec 31, 2024
Average account balance
$103,683 across 746 accounts
Recordkeeper
Valic Retirement Services Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 31, 1973
✓ 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 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.84 million was paid out to participants.
  • Administrative expenses were $50,331, about $67 per account.

How the Franciscan Alliance, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,083$80.6 million—$6.44 million
20201,843$82.1 million—$8.53 million
20211,374$85.8 million—$7.70 million
2022891$67.7 million—$5.04 million
2023841$72.3 million—$6.97 million
2024804$77.3 million—$5.84 million

Franciscan Alliance, Inc. 401(k) Contact Information

Phone
219-873-2903
Mailing address
1515 W DRAGOON TRAIL, MISHAWAKA IN 465444710
Plan sponsor
FRANCISCAN ALLIANCE, INC.
Employer identification number (EIN)
35-1330472
Plan number
002

Questions about the Franciscan Alliance, Inc. 401(k)

Does Franciscan Alliance, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Franciscan Alliance, Inc 401(k) have automatic enrollment?

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

How many people are in the Franciscan Alliance, Inc 401(k) plan?

804 participants at the start of plan year 2024, 643 of them active employees, and 87 former employees who still had money in the plan.

What is the average 401(k) balance at Franciscan Alliance, Inc?

About $103,683 per account: $77.3 million in plan assets across 746 accounts with a balance at the end of plan year 2024.

Who manages the Franciscan Alliance, Inc 401(k) accounts?

VALIC RETIREMENT SERVICES COMPANY is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Franciscan Alliance, Inc. How do I access my 401(k)?

Your account stays with VALIC RETIREMENT SERVICES COMPANY 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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