Wiss, Janney, Elstner Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

Wiss, Janney, Elstner Associates, Inc. 401(k) Plan Facts

Plan name
WISS, JANNEY, ELSTNER ASSOCIATES, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WISS, JANNEY, ELSTNER ASSOCIATES, INC.
Participants
1,019 (860 active employees)
Former employees with a balance
202
Plan assets
$405,961,141 at Dec 31, 2024
Average account balance
$388,108 across 1,046 accounts
Employer contributions
$8,729,816 in plan year 2024 (36% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Mar 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 Jul 31, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $24.0 million went into the plan in contributions, $8.73 million of it from the employer (36%).
  • $18.9 million was paid out to participants.
  • Investment and other income added $54.5 million.
  • Administrative expenses were $217,027, about $207 per account.

How the Wiss, Janney, Elstner Associates, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019831$262.7 million$5.75 million$10.9 million
2020914$307.3 million$6.70 million$11.6 million
2021897$346.7 million$6.62 million$20.8 million
2022915$287.2 million$7.24 million$13.0 million
2023990$346.6 million$7.72 million$16.7 million
20241,019$406.0 million$8.73 million$18.9 million

Wiss, Janney, Elstner Associates, Inc. 401(k) Contact Information

Phone
847-272-7400
Mailing address
330 PFINGSTEN ROAD, NORTHBROOK IL 60062
Plan sponsor
WISS, JANNEY, ELSTNER ASSOCIATES, INC.
Employer identification number (EIN)
36-2757956
Plan number
002

Questions about the Wiss, Janney, Elstner Associates, Inc. 401(k)

Does Wiss, Janney, Elstner Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $8.73 million, 36% of all contributions.

Does the Wiss, Janney, Elstner Associates, Inc 401(k) have automatic enrollment?

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

How many people are in the Wiss, Janney, Elstner Associates, Inc 401(k) plan?

1,019 participants at the start of plan year 2024, 860 of them active employees, and 202 former employees who still had money in the plan.

What is the average 401(k) balance at Wiss, Janney, Elstner Associates, Inc?

About $388,108 per account: $406.0 million in plan assets across 1,046 accounts with a balance at the end of plan year 2024.

Who manages the Wiss, Janney, Elstner Associates, 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 Wiss, Janney, Elstner Associates, 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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