Maclellan Integrated Services 401(k) Plan: Login, Facts & Contact Information

Maclellan Integrated Services 401(k) Plan Facts

Plan name
MACLELLAN INTEGRATED SERVICES RETIREMENT PLAN
Plan type
401(k) and profit sharing
Plan sponsor
MACLELLAN INTEGRATED SERVICES
Participants
1,435 (1,067 active employees)
Former employees with a balance
315
Plan assets
$24,069,228 at Dec 31, 2024
Average account balance
$18,276 across 1,317 accounts
Employer contributions
$1,730,902 in plan year 2024 (38% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1998
— 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

  • $4.56 million went into the plan in contributions, $1.73 million of it from the employer (38%).
  • $3.96 million was paid out to participants.
  • Investment and other income added $3.29 million.
  • Administrative expenses were $82,144, about $62 per account.

How the Maclellan Integrated Services 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019863$11.6 million$581,464$679,221
2020974$13.7 million$664,647$2.34 million
2021960$16.7 million$864,652$1.48 million
20221,577$15.0 million$1.24 million$1.37 million
20231,710$20.3 million$1.55 million$1.86 million
20241,435$24.1 million$1.73 million$3.96 million

Maclellan Integrated Services 401(k) Contact Information

Phone
859-219-5400
Mailing address
3120 WALL STREET SUITE 100, LEXINGTON KY 40513
Plan sponsor
MACLELLAN INTEGRATED SERVICES
Employer identification number (EIN)
38-2510037
Plan number
001

Questions about the Maclellan Integrated Services 401(k)

Does Maclellan Integrated Services contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $1.73 million in employer contributions for plan year 2024.

Does the Maclellan Integrated Services 401(k) have automatic enrollment?

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

How many people are in the Maclellan Integrated Services 401(k) plan?

1,435 participants at the start of plan year 2024, 1,067 of them active employees, and 315 former employees who still had money in the plan.

What is the average 401(k) balance at Maclellan Integrated Services?

About $18,276 per account: $24.1 million in plan assets across 1,317 accounts with a balance at the end of plan year 2024.

Who manages the Maclellan Integrated Services 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 Maclellan Integrated Services. 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.

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