The Segal Group, Inc. 401(k) Plan: Login, Facts & Contact Information

The Segal Group, Inc. 401(k) Plan Facts

Plan name
THE SEGAL GROUP PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE SEGAL GROUP, INC.
Participants
1,687 (1,129 active employees)
Former employees with a balance
516
Plan assets
$591,240,672 at Dec 31, 2024
Average account balance
$351,929 across 1,680 accounts
Employer contributions
$4,325,233 in plan year 2024 (19% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1989
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 29, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $23.4 million went into the plan in contributions, $4.33 million of it from the employer (19%).
  • $43.0 million was paid out to participants.
  • Investment and other income added $78.6 million.
  • Administrative expenses were $69,216, about $41 per account.

How the The Segal Group, Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,492$427.3 million$3.41 million$18.3 million
20201,546$498.2 million$3.60 million$23.1 million
20211,560$563.2 million$9.40 million$29.6 million
20221,600$463.2 million$5.43 million$28.1 million
20231,684$531.8 million$5.86 million$34.6 million
20241,687$591.2 million$4.33 million$43.0 million

The Segal Group, Inc. 401(k) Contact Information

Phone
212-251-5000
Mailing address
66 HUDSON BLVD, E, 20TH FLOOR, NEW YORK NY 10001
Plan sponsor
THE SEGAL GROUP, INC.
Employer identification number (EIN)
06-0839113
Plan number
004

Questions about the The Segal Group, Inc. 401(k)

Does The Segal Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.33 million, 19% of all contributions.

Does the The Segal Group, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Segal Group, Inc 401(k) plan?

1,687 participants at the start of plan year 2024, 1,129 of them active employees, and 516 former employees who still had money in the plan.

What is the average 401(k) balance at The Segal Group, Inc?

About $351,929 per account: $591.2 million in plan assets across 1,680 accounts with a balance at the end of plan year 2024.

Who manages the The Segal Group, 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 The Segal Group, 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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