Northern Shared Medical Services, Inc. 401(k) Plan: Login, Facts & Contact Information

Northern Shared Medical Services, Inc. 401(k) Plan Facts

Plan name
SMS RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
NORTHERN SHARED MEDICAL SERVICES, INC.
Participants
578 (569 active employees)
Former employees with a balance
79
Plan assets
$49,142,576 at Dec 31, 2024
Average account balance
$122,550 across 401 accounts
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1994
✓ 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 16, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.23 million went into the plan in contributions.
  • $7.21 million was paid out to participants.
  • Investment and other income added $7.58 million.

How the Northern Shared Medical Services, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019448$38.6 million—$1.51 million
2020464$42.2 million—$5.02 million
2021454$49.5 million—$2.08 million
2022489$39.8 million—$2.10 million
2023540$45.5 million—$5.06 million
2024578$49.1 million—$7.21 million

Northern Shared Medical Services, Inc. 401(k) Contact Information

Phone
608-839-9050
Mailing address
209 LIMESTONE PASS, COTTAGE GROVE WI 535278968
Plan sponsor
NORTHERN SHARED MEDICAL SERVICES, INC.
Employer identification number (EIN)
41-1388075
Plan number
001

Questions about the Northern Shared Medical Services, Inc. 401(k)

Does Northern Shared Medical Services, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Northern Shared Medical Services, Inc 401(k) have automatic enrollment?

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

How many people are in the Northern Shared Medical Services, Inc 401(k) plan?

578 participants at the start of plan year 2024, 569 of them active employees, and 79 former employees who still had money in the plan.

What is the average 401(k) balance at Northern Shared Medical Services, Inc?

About $122,550 per account: $49.1 million in plan assets across 401 accounts with a balance at the end of plan year 2024.

Who manages the Northern Shared Medical Services, Inc 401(k) accounts?

Fidelity NetBenefits is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Northern Shared Medical Services, Inc. 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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