Henry Investment Group, Llc 401(k) Plan: Login, Facts & Contact Information
Henry Investment Group, Llc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Henry Investment Group, Llc 401(k) Plan Facts
Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 2, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $358,344 went into the plan in contributions, $54,014 of it from the employer (15%).
- $294,887 was paid out to participants.
- Investment and other income added $213,222.
How the Henry Investment Group, Llc 401(k) changed, 2018–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2018 | 176 | $830,163 | $18,607 | $251,646 |
| 2019 | 264 | $1.09 million | $10,540 | $101,045 |
| 2020 | 405 | $1.29 million | $24,354 | $119,356 |
| 2022 | 775 | $1.77 million | $56,446 | $12,399 |
| 2023 | 879 | $2.16 million | $97,701 | $265,423 |
| 2024 | 202 | $2.43 million | $54,014 | $294,887 |
Henry Investment Group, Llc 401(k) Contact Information
Questions about the Henry Investment Group, Llc 401(k)
Does Henry Investment Group, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $54,014, 15% of all contributions.
Does the Henry Investment Group, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Henry Investment Group, Llc 401(k) plan?
202 participants at the start of plan year 2024, 251 of them active employees.
What is the average 401(k) balance at Henry Investment Group, Llc?
About $44,176 per account: $2.43 million in plan assets across 55 accounts with a balance at the end of plan year 2024.
Who manages the Henry Investment Group, Llc 401(k) accounts?
American Trust Retirement is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Henry Investment Group, Llc. How do I access my 401(k)?
Your account stays with American Trust Retirement 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.