Tavistock Corporation 401(k) Plan: Login, Facts & Contact Information

Tavistock Corporation 401(k) Plan Facts

Plan name
TAVISTOCK 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TAVISTOCK CORPORATION
Participants
961 (667 active employees)
Former employees with a balance
306
Plan assets
$42,950,345 at Dec 31, 2024
Average account balance
$47,936 across 896 accounts
Employer contributions
$843,632 in plan year 2024 (18% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 24, 1996
✓ 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 Aug 7, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.82 million went into the plan in contributions, $843,632 of it from the employer (18%).
  • $1.85 million was paid out to participants.
  • Investment and other income added $4.68 million.
  • Administrative expenses were $134,255, about $150 per account.

How the Tavistock Corporation 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019911$22.8 million$400,532$1.05 million
20201,054$27.6 million$389,434$2.95 million
2021973$32.0 million$376,292$2.82 million
20221,120$28.4 million$514,911$1.83 million
20231,032$35.4 million$735,654$2.96 million
2024961$43.0 million$843,632$1.85 million

Tavistock Corporation 401(k) Contact Information

Phone
407-876-5432
Mailing address
9350 CONROY WINDERMERE RD., WINDERMERE FL 34786
Plan sponsor
TAVISTOCK CORPORATION
Employer identification number (EIN)
59-2117458
Plan number
002

Questions about the Tavistock Corporation 401(k)

Does Tavistock Corporation contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $843,632, 18% of all contributions.

Does the Tavistock Corporation 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Tavistock Corporation 401(k) plan?

961 participants at the start of plan year 2024, 667 of them active employees, and 306 former employees who still had money in the plan.

What is the average 401(k) balance at Tavistock Corporation?

About $47,936 per account: $43.0 million in plan assets across 896 accounts with a balance at the end of plan year 2024.

Who manages the Tavistock Corporation 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 Tavistock Corporation. 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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