Hargrove & Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

Hargrove & Associates, Inc. 401(k) Plan Facts

Plan name
HARGROVE 401(K) PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HARGROVE AND ASSOCIATES, INC.
Participants
3,139 (2,473 active employees)
Former employees with a balance
661
Plan assets
$250,881,015 at Dec 31, 2024
Average account balance
$87,598 across 2,864 accounts
Employer contributions
$6,573,857 in plan year 2024 (16% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1999
✓ 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 Sep 24, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $40.6 million went into the plan in contributions, $6.57 million of it from the employer (16%).
  • $23.9 million was paid out to participants.
  • Investment and other income added $30.6 million.
  • Administrative expenses were $323,673, about $113 per account.

How the Hargrove & Associates, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,173$110.3 million$2.94 million$9.03 million
20202,382$132.9 million$1.05 million$16.9 million
20212,228$166.7 million$2.25 million$13.8 million
20222,557$151.2 million$3.52 million$15.7 million
20232,722$203.8 million$6.62 million$17.7 million
20243,139$250.9 million$6.57 million$23.9 million

Hargrove & Associates, Inc. 401(k) Contact Information

Phone
251-476-0605
Mailing address
20 S. ROYAL STREET, MOBILE AL 36602
Plan sponsor
HARGROVE AND ASSOCIATES, INC.
Employer identification number (EIN)
72-1352530
Plan number
001

Questions about the Hargrove & Associates, Inc. 401(k)

Does Hargrove & Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $6.57 million, 16% of all contributions.

Does the Hargrove & Associates, Inc 401(k) have automatic enrollment?

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

How many people are in the Hargrove & Associates, Inc 401(k) plan?

3,139 participants at the start of plan year 2024, 2,473 of them active employees, and 661 former employees who still had money in the plan.

What is the average 401(k) balance at Hargrove & Associates, Inc?

About $87,598 per account: $250.9 million in plan assets across 2,864 accounts with a balance at the end of plan year 2024.

Who manages the Hargrove & Associates, 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 Hargrove & Associates, 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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