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Inizio Employee Savings Plan

Ashfield Healthcare Comm., Fort Washington PA. Employer ID 208512445, plan number 001. Annual reports on file for 2009 to 2024.

Where the money went

Plans that moved money into this one:

  1. Filed 2009-2024Inizio Employee Savings Plan, Ashfield Healthcare Comm.
  2. TodayInizio Employee Savings Plan still files. Global Retirement Partners keeps the records. That is where to ask.

Records are kept by Global Retirement Partners, per the 2024 filing.

Left in 2013? Worth asking about employer money

  • In plan year 2013, 70 people (21% of active participants) left before they were fully vested. Turnover that high can count as a partial plan termination (Revenue Ruling 2007-43), which requires full vesting of employer money for those who left. The plan may argue it was routine turnover. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check my years

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsLeft, still in the planSource
2013434140Filing
2014375167Filing
2015279157Filing
2016316188Filing
2017270143Filing
2018232118Filing
2019316139Filing
2020737265Filing
2021858285Filing
20221,135390Filing
20231,200457Filing
20241,193476Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.