Joerns Healthcare Llc 401(k) Plan: Login, Facts & Contact Information

Joerns Healthcare Llc 401(k) Plan Facts

Plan name
JOERNS HEALTHCARE LLC RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
JOERNS HEALTHCARE, LLC
Participants
573 (140 active employees)
Former employees with a balance
167
Plan assets
$17,572,693 at Dec 31, 2024
Average account balance
$65,326 across 269 accounts
Employer contributions
$350,771 in plan year 2024 (32% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2008
✓ 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 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.08 million went into the plan in contributions, $350,771 of it from the employer (32%).
  • $5.65 million was paid out to participants.
  • Investment and other income added $2.26 million.
  • Administrative expenses were $120,868, about $449 per account.

How the Joerns Healthcare Llc 401(k) changed, 2014–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2014462$10.9 million$280,728$1.63 million
2015366$10.7 million$375,140$1.44 million
2016394$11.9 million$403,572$1.49 million
2017524$21.2 million$377,928$1.45 million
2023971$20.0 million$702,205$4.61 million
2024573$17.6 million$350,771$5.65 million

Joerns Healthcare Llc 401(k) Contact Information

Phone
800-826-0270
Mailing address
2430 WHITEHALL PARK DR, CHARLOTTE NC 28273
Plan sponsor
JOERNS HEALTHCARE, LLC
Plan administrator
FUTUREPLAN FIDUCIARY SERVICES LLC
Employer identification number (EIN)
20-5251510
Plan number
001

Questions about the Joerns Healthcare Llc 401(k)

Does Joerns Healthcare Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $350,771, 32% of all contributions.

Does the Joerns Healthcare Llc 401(k) have automatic enrollment?

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

How many people are in the Joerns Healthcare Llc 401(k) plan?

573 participants at the start of plan year 2024, 140 of them active employees, and 167 former employees who still had money in the plan.

What is the average 401(k) balance at Joerns Healthcare Llc?

About $65,326 per account: $17.6 million in plan assets across 269 accounts with a balance at the end of plan year 2024.

Who manages the Joerns Healthcare Llc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Joerns Healthcare Llc. How do I access my 401(k)?

Your account stays with Transamerica 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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