Susan Knowlson 401(k) Plan: Login, Facts & Contact Information

Susan Knowlson 401(k) Plan Facts

Plan name
FORM TECHNOLOGIES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
FORM TECHNOLOGIES, INC. · formerly Susan Knowlson
Participants
1,552 (1,250 active employees)
Former employees with a balance
383
Plan assets
$159,026,662 at Dec 31, 2024
Average account balance
$126,412 across 1,258 accounts
Employer contributions
$3,465,265 in plan year 2024 (36% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2019
✓ 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 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.55 million went into the plan in contributions, $3.47 million of it from the employer (36%).
  • $15.3 million was paid out to participants.
  • Investment and other income added $18.3 million.
  • Administrative expenses were $142,715, about $113 per account.

How the Susan Knowlson 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,020$132.4 million$3.87 million$13.1 million
20201,791$138.7 million$2.87 million$18.6 million
20211,731$156.8 million$3.59 million$11.4 million
20221,804$131.7 million$3.57 million$10.3 million
20231,806$146.7 million$3.35 million$15.3 million
20241,552$159.0 million$3.47 million$15.3 million

Susan Knowlson 401(k) Contact Information

Phone
704-927-2790
Mailing address
11325 NORTH COMMUNITY HOUSE RD #300, CHARLOTTE NC 28277
Plan sponsor
FORM TECHNOLOGIES, INC.
Employer identification number (EIN)
90-0728033
Plan number
001

Questions about the Susan Knowlson 401(k)

Does Susan Knowlson contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.47 million, 36% of all contributions.

Does the Susan Knowlson 401(k) have automatic enrollment?

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

How many people are in the Susan Knowlson 401(k) plan?

1,552 participants at the start of plan year 2024, 1,250 of them active employees, and 383 former employees who still had money in the plan.

What is the average 401(k) balance at Susan Knowlson?

About $126,412 per account: $159.0 million in plan assets across 1,258 accounts with a balance at the end of plan year 2024.

Who manages the Susan Knowlson 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 Susan Knowlson. 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.

Related Companies
Headquarter: 50 N MCCLINTOCK DR STE 1, CHANDLER, AZ, 85226
Headquarter: 1221 S VALLEY GROVE WAY #500, PLEASANT GROVE, UT, 84062
Headquarter: ONE PPG PLACE SUITE 3400, PITTSBURGH, PA, 15222
Headquarter: 360 AMERIPRISE FINANCIAL CENTER, MINNEAPOLIS, MN, 55474
Headquarter: ONE BUSCH PLACE 202-9N, ST LOUIS, MO, 631181852