Health Group Management, Llc 401(k) Plan: Login, Facts & Contact Information

Health Group Management, Llc 401(k) Plan Facts

Plan name
HEALTH GROUP MANAGEMENT, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HEALTH GROUP MANAGEMENT, LLC
Participants
1,984 (2,308 active employees)
Former employees with a balance
67
Plan assets
$12,072,108 at Dec 31, 2024
Average account balance
$28,675 across 421 accounts
Employer contributions
$891,941 in plan year 2024 (28% of all contributions)
Recordkeeper
Capital Group Retirement Plan Svcs.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 2013
✓ 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 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.23 million went into the plan in contributions, $891,941 of it from the employer (28%).
  • $1.24 million was paid out to participants.
  • Investment and other income added $1.33 million.
  • Administrative expenses were $9,712, about $23 per account.

How the Health Group Management, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,147$3.86 million$317,127$565,167
20201,388$5.27 million$310,795$447,608
20211,538$6.67 million$332,219$638,955
20221,402$6.51 million$405,130$463,257
20231,705$9.13 million$536,403$845,411
20241,984$12.1 million$891,941$1.24 million

Health Group Management, Llc 401(k) Contact Information

Phone
801-296-5100
Mailing address
31752 S COAST HIGHWAY SUITE 300, LAGUNA BEACH CA 92651
Plan sponsor
HEALTH GROUP MANAGEMENT, LLC
Employer identification number (EIN)
47-4585795
Plan number
001

Questions about the Health Group Management, Llc 401(k)

Does Health Group Management, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $891,941, 28% of all contributions.

Does the Health Group Management, Llc 401(k) have automatic enrollment?

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

How many people are in the Health Group Management, Llc 401(k) plan?

1,984 participants at the start of plan year 2024, 2,308 of them active employees, and 67 former employees who still had money in the plan.

What is the average 401(k) balance at Health Group Management, Llc?

About $28,675 per account: $12.1 million in plan assets across 421 accounts with a balance at the end of plan year 2024.

Who manages the Health Group Management, Llc 401(k) accounts?

Capital Group / American Funds (listed on the filing as CAPITAL GROUP RETIREMENT PLAN SVCS.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Health Group Management, Llc. How do I access my 401(k)?

Your account stays with Capital Group / American Funds 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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