Phreesia, Inc. 401(k) Plan: Login, Facts & Contact Information

Phreesia, Inc. 401(k) Plan Facts

Plan name
PHREESIA, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
PHREESIA, INC.
Participants
1,341 (932 active employees)
Former employees with a balance
226
Plan assets
$49,919,097 at Dec 31, 2024
Average account balance
$59,216 across 843 accounts
Employer contributions
$18,474 in plan year 2024 (0% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 2007
✓ 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 30, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.84 million went into the plan in contributions, $18,474 of it from the employer (0%).
  • $5.51 million was paid out to participants.
  • Investment and other income added $6.62 million.
  • Administrative expenses were $73,193, about $87 per account.

How the Phreesia, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019335$9.16 million—$407,951
2020380$13.1 million—$610,589
2021532$21.4 million—$1.07 million
20221,195$25.0 million—$1.71 million
20231,321$39.0 million$494,886$3.33 million
20241,341$49.9 million$18,474$5.51 million

Phreesia, Inc. 401(k) Contact Information

Phone
888-654-7473
Mailing address
434 FAYETTEVILLE STREET SUITE 1400, RALEIGH NC 27601
Plan sponsor
PHREESIA, INC.
Employer identification number (EIN)
20-2275479
Plan number
001

Questions about the Phreesia, Inc. 401(k)

Does Phreesia, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $18,474, 0% of all contributions.

Does the Phreesia, Inc 401(k) have automatic enrollment?

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

How many people are in the Phreesia, Inc 401(k) plan?

1,341 participants at the start of plan year 2024, 932 of them active employees, and 226 former employees who still had money in the plan.

What is the average 401(k) balance at Phreesia, Inc?

About $59,216 per account: $49.9 million in plan assets across 843 accounts with a balance at the end of plan year 2024.

Who manages the Phreesia, Inc 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 Phreesia, 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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