Heritage Medical Associates, P.c. 401(k) Plan: Login, Facts & Contact Information
Heritage Medical Associates, P.c. 401(k) Login
216 former Heritage Medical Associates, P.c. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Heritage Medical Associates, P.c. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 23, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $12.1 million went into the plan in contributions, $5.81 million of it from the employer (48%).
- $9.43 million was paid out to participants.
- Investment and other income added $19.0 million.
- Administrative expenses were $61,621, about $60 per account.
How the Heritage Medical Associates, P.c. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 698 | $87.6 million | $3.46 million | $5.21 million |
| 2020 | 743 | $105.8 million | $3.86 million | $2.53 million |
| 2021 | 807 | $130.9 million | $4.52 million | $5.18 million |
| 2022 | 864 | $111.2 million | $4.85 million | $6.46 million |
| 2023 | 886 | $133.7 million | $5.34 million | $9.07 million |
| 2024 | 956 | $155.3 million | $5.81 million | $9.43 million |
Heritage Medical Associates, P.c. 401(k) Contact Information
Questions about the Heritage Medical Associates, P.c. 401(k)
Does Heritage Medical Associates, P.c contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $5.81 million, 48% of all contributions.
Does the Heritage Medical Associates, P.c 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Heritage Medical Associates, P.c 401(k) plan?
956 participants at the start of plan year 2024, 901 of them active employees, and 216 former employees who still had money in the plan.
What is the average 401(k) balance at Heritage Medical Associates, P.c?
About $151,196 per account: $155.3 million in plan assets across 1,027 accounts with a balance at the end of plan year 2024.
Who manages the Heritage Medical Associates, P.c 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 Heritage Medical Associates, P.c. 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.