Holston Medical Group, Inc. 401(k) Plan: Login, Facts & Contact Information

Holston Medical Group, Inc. 401(k) Plan Facts

Plan name
HOLSTON MEDICAL GROUP RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HOLSTON MEDICAL GROUP, INC.
Participants
1,388 (1,210 active employees)
Former employees with a balance
251
Plan assets
$147,110,981 at Dec 31, 2024
Average account balance
$106,990 across 1,375 accounts
Employer contributions
$3,318,737 in plan year 2024 (31% of all contributions)
Recordkeeper
Newport Group, Inc.
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 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 Oct 3, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $10.8 million went into the plan in contributions, $3.32 million of it from the employer (31%).
  • $11.7 million was paid out to participants.
  • Investment and other income added $15.5 million.
  • Administrative expenses were $451,751, about $329 per account.

How the Holston Medical Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,089$85.0 million$1.48 million$3.51 million
20201,508$97.5 million$2.30 million$4.88 million
20211,309$115.1 million$2.21 million$3.03 million
20221,367$104.0 million$4.99 million$3.58 million
20231,302$132.9 million$5.54 million$3.07 million
20241,388$147.1 million$3.32 million$11.7 million

Holston Medical Group, Inc. 401(k) Contact Information

Phone
952-936-1300
Mailing address
6022 BLUE CIRCLE DRIVE MN103-0300, MINNETONKA MN 55343
Plan sponsor
HOLSTON MEDICAL GROUP, INC.
Plan administrator
UNITEDHEALTH GROUP EMPLOYEE BENEFITS PLANS ADMINISTRATIVE COMMITTEE
Employer identification number (EIN)
62-1388079
Plan number
003

Questions about the Holston Medical Group, Inc. 401(k)

Does Holston Medical Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.32 million, 31% of all contributions.

Does the Holston Medical Group, Inc 401(k) have automatic enrollment?

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

How many people are in the Holston Medical Group, Inc 401(k) plan?

1,388 participants at the start of plan year 2024, 1,210 of them active employees, and 251 former employees who still had money in the plan.

What is the average 401(k) balance at Holston Medical Group, Inc?

About $106,990 per account: $147.1 million in plan assets across 1,375 accounts with a balance at the end of plan year 2024.

Who manages the Holston Medical Group, Inc 401(k) accounts?

Newport (an Ascensus company) (listed on the filing as NEWPORT GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Holston Medical Group, Inc. How do I access my 401(k)?

Your account stays with Newport (an Ascensus company) 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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