Williston Financial Group, Llc 401(k) Plan: Login, Facts & Contact Information
Williston Financial Group, Llc 401(k) Login
322 former Williston Financial Group, Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Williston Financial Group, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 10, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $15.4 million went into the plan in contributions, $1.03 million of it from the employer (7%).
- $6.67 million was paid out to participants.
- Investment and other income added $10.5 million.
- Administrative expenses were $219,896, about $139 per account.
How the Williston Financial Group, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,288 | $37.3 million | $1.08 million | $2.42 million |
| 2020 | 1,356 | $52.6 million | $1.05 million | $2.60 million |
| 2021 | 1,560 | $69.0 million | $1.08 million | $5.41 million |
| 2022 | 1,692 | $61.2 million | $0 | $7.81 million |
| 2023 | 1,561 | $79.1 million | $1.08 million | $8.41 million |
| 2024 | 1,526 | $98.1 million | $1.03 million | $6.67 million |
Williston Financial Group, Llc 401(k) Contact Information
Questions about the Williston Financial Group, Llc 401(k)
Does Williston Financial Group, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.03 million, 7% of all contributions.
Does the Williston Financial Group, Llc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Williston Financial Group, Llc 401(k) plan?
1,526 participants at the start of plan year 2024, 1,421 of them active employees, and 322 former employees who still had money in the plan.
What is the average 401(k) balance at Williston Financial Group, Llc?
About $62,142 per account: $98.1 million in plan assets across 1,579 accounts with a balance at the end of plan year 2024.
Who manages the Williston Financial Group, Llc 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 Williston Financial Group, Llc. 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.