The Siegfried Group, Llp 401(k) Plan: Login, Facts & Contact Information

The Siegfried Group, Llp 401(k) Plan Facts

Plan name
THE SIEGFRIED GROUP'S 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE SIEGFRIED GROUP, LLP
Participants
1,943 (1,269 active employees)
Former employees with a balance
658
Plan assets
$252,406,470 at Dec 31, 2024
Average account balance
$132,985 across 1,898 accounts
Employer contributions
$8,858,120 in plan year 2024 (30% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 1992
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 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $29.7 million went into the plan in contributions, $8.86 million of it from the employer (30%).
  • $18.0 million was paid out to participants.
  • Investment and other income added $33.6 million.
  • Administrative expenses were $134,281, about $71 per account.

How the The Siegfried Group, Llp 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,261$96.2 million$6.41 million$4.82 million
20201,437$125.6 million$9.76 million$10.8 million
20211,478$162.2 million$10.5 million$9.95 million
20221,713$154.2 million$10.5 million$8.06 million
20232,024$207.2 million$9.24 million$9.00 million
20241,943$252.4 million$8.86 million$18.0 million

The Siegfried Group, Llp 401(k) Contact Information

Phone
302-984-1800
Mailing address
1201 N MARKET ST STE 700, WILMINGTON DE 19801
Plan sponsor
THE SIEGFRIED GROUP, LLP
Employer identification number (EIN)
51-0378135
Plan number
001

Questions about the The Siegfried Group, Llp 401(k)

Does The Siegfried Group, Llp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $8.86 million, 30% of all contributions.

Does the The Siegfried Group, Llp 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the The Siegfried Group, Llp 401(k) plan?

1,943 participants at the start of plan year 2024, 1,269 of them active employees, and 658 former employees who still had money in the plan.

What is the average 401(k) balance at The Siegfried Group, Llp?

About $132,985 per account: $252.4 million in plan assets across 1,898 accounts with a balance at the end of plan year 2024.

Who manages the The Siegfried Group, Llp 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 Siegfried Group, Llp. 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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