Michelson Realty Company Llc 401(k) Plan: Login, Facts & Contact Information

Michelson Realty Company Llc 401(k) Plan Facts

Plan name
THE MICHELSON ORGANIZATION SAVINGS INVESTMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MICHELSON REALTY COMPANY LLC
Participants
248 (155 active employees)
Former employees with a balance
101
Plan assets
$24,214,802 at Dec 31, 2024
Average account balance
$94,589 across 256 accounts
Employer contributions
$343,021 in plan year 2024 (27% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1985
✓ 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 22, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.25 million went into the plan in contributions, $343,021 of it from the employer (27%).
  • $772,763 was paid out to participants.
  • Investment and other income added $3.22 million.
  • Administrative expenses were $8,985, about $35 per account.

How the Michelson Realty Company Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019264$14.2 million$316,799$1.43 million
2020280$17.5 million$322,905$665,828
2021261$21.1 million$322,967$487,191
2022276$17.0 million$341,492$1.80 million
2023267$20.5 million$337,661$1.08 million
2024248$24.2 million$343,021$772,763

Michelson Realty Company Llc 401(k) Contact Information

Phone
314-862-7080
Mailing address
7701 FORSYTH BLVD SUITE 900, ST. LOUIS MO 63105
Plan sponsor
MICHELSON REALTY COMPANY LLC
Employer identification number (EIN)
02-0677900
Plan number
001

Questions about the Michelson Realty Company Llc 401(k)

Does Michelson Realty Company Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $343,021, 27% of all contributions.

Does the Michelson Realty Company Llc 401(k) have automatic enrollment?

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

How many people are in the Michelson Realty Company Llc 401(k) plan?

248 participants at the start of plan year 2024, 155 of them active employees, and 101 former employees who still had money in the plan.

What is the average 401(k) balance at Michelson Realty Company Llc?

About $94,589 per account: $24.2 million in plan assets across 256 accounts with a balance at the end of plan year 2024.

Who manages the Michelson Realty Company Llc 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 Michelson Realty Company Llc. 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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