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Inizio Retirement Plan
Ashfield Healthcare, LLC, Ft Washington PA. Employer ID 900789049, plan number 001. Annual reports on file for 2013 to 2024.
Where the money went
Plans that moved money into this one:
- 2018: money from Inizio Employee Savings Plan moved in.
- 2020: money from Trinet 401(k) Plan moved in.
- 2020: money from Cambridge Biomarketing Group, LLC 401(k)/profit Sharing Plan moved in.
- 2020: money from Create Group Nyc, LLC moved in.
- 2021: money from Ashfield Meetings & Events moved in.
- 2021: money from Nuvera, LLC 401(k) Plan moved in.
- 2022: money from Ashfield Meetings & Events moved in.
- 2023: money from Inizio 401(k) Plan moved in.
- 2023: money from Inizio Employee Savings Plan moved in.
- 2024: money from Evolution Road LLC 401(k) Plan moved in.
- Filed 2013-2024Inizio Retirement Plan, Ashfield Healthcare, LLC
- TodayInizio Retirement 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.
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.
Events in the filings
No unusual events.
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 year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 394 | 32 | Filing |
| 2014 | 506 | 87 | Filing |
| 2015 | 622 | 79 | Filing |
| 2016 | 1,493 | 149 | Filing |
| 2017 | 1,755 | 163 | Filing |
| 2018 | 1,873 | 278 | Filing |
| 2019 | 1,663 | 300 | Filing |
| 2020 | 2,357 | 527 | Filing |
| 2021 | 2,509 | 816 | Filing |
| 2022 | 3,516 | 1,218 | Filing |
| 2023 | 3,967 | 1,785 | Filing |
| 2024 | 3,856 | 1,652 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.