Martha Lloyd School, Inc. 401(k) Plan: Login, Facts & Contact Information
Martha Lloyd School, Inc. 401(k) Login
38 former Martha Lloyd School, Inc. employees still have money in this plan.
We don't have a verified login link for this plan's recordkeeper (July Business Services Llc). Beagle can locate your account.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Martha Lloyd School, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $563,630 went into the plan in contributions, $149,175 of it from the employer (27%).
- $689,801 was paid out to participants.
- Investment and other income added $408,916.
- Administrative expenses were $9,425, about $51 per account.
How the Martha Lloyd School, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 555 | $2.91 million | $135,076 | $603,762 |
| 2020 | 404 | $3.46 million | $149,366 | $269,017 |
| 2021 | 448 | $4.32 million | $160,520 | $160,433 |
| 2022 | 408 | $3.61 million | $183,234 | $670,633 |
| 2023 | 420 | $4.26 million | $173,972 | $358,819 |
| 2024 | 414 | $4.53 million | $149,175 | $689,801 |
Martha Lloyd School, Inc. 401(k) Contact Information
Questions about the Martha Lloyd School, Inc. 401(k)
Does Martha Lloyd School, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $149,175, 27% of all contributions.
Does the Martha Lloyd School, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Martha Lloyd School, Inc 401(k) plan?
414 participants at the start of plan year 2024, 297 of them active employees, and 38 former employees who still had money in the plan.
What is the average 401(k) balance at Martha Lloyd School, Inc?
About $24,350 per account: $4.53 million in plan assets across 186 accounts with a balance at the end of plan year 2024.
Who manages the Martha Lloyd School, Inc 401(k) accounts?
JULY BUSINESS SERVICES LLC is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Martha Lloyd School, Inc. How do I access my 401(k)?
Your account stays with JULY BUSINESS SERVICES LLC 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.