Grand Rounds Inc. 401(k) Plan: Login, Facts & Contact Information

Grand Rounds Inc. 401(k) Plan Facts

Plan name
INCLUDED HEALTH 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
INCLUDED HEALTH, INC. · formerly Grand Rounds Inc.
Participants
2,754 (2,022 active employees)
Former employees with a balance
596
Plan assets
$112,135,227 at Dec 31, 2024
Average account balance
$46,938 across 2,389 accounts
Employer contributions
$8,999 in plan year 2024
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2021
✓ 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

  • $19.8 million went into the plan in contributions, $8,999 of it from the employer (0%).
  • $15.0 million was paid out to participants.
  • Investment and other income added $14.0 million.
  • Administrative expenses were $226,801, about $95 per account.

How the Grand Rounds Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019660$17.9 million—$978,411
2020914$26.6 million—$2.22 million
2021 (final)1,061$0—$4.46 million
2022805$67.9 million$3.74 million$9.10 million
20232,634$93.6 million$10$9.66 million
20242,754$112.1 million$8,999$15.0 million

Grand Rounds Inc. 401(k) Contact Information

Phone
800-997-6196
Mailing address
ONE CALIFORNIA ST, STE 2300, SAN FRANCISCO CA 94111
Plan sponsor
INCLUDED HEALTH, INC.
Employer identification number (EIN)
45-3580052
Plan number
001

Questions about the Grand Rounds Inc. 401(k)

Does Grand Rounds Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $8,999, 0% of all contributions.

Does the Grand Rounds Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Grand Rounds Inc 401(k) plan?

2,754 participants at the start of plan year 2024, 2,022 of them active employees, and 596 former employees who still had money in the plan.

What is the average 401(k) balance at Grand Rounds Inc?

About $46,938 per account: $112.1 million in plan assets across 2,389 accounts with a balance at the end of plan year 2024.

Who manages the Grand Rounds 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 Grand Rounds 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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