Find my Aledade, Inc. 401(k) plan

Aledade, Inc. offers ALEDADE 401(K) SAVINGS AND INVESTMENT PLAN through Charles Schwab. Their plan covers 525 employees.

Updated on Dec 12, 2024

Aledade, Inc. 401(k) plan information

Aledade, Inc.’s 401(k) provider
Plan name
ALEDADE 401(K) SAVINGS AND INVESTMENT PLAN
Phone number
Fax number
Hours of operation
Monday - Friday: 8am - 10pm ET
Address
PO Box 388, Richfield, OH, 44286
To log in and access your Aledade, Inc. 401(k) plan online, visit the Charles Schwab website website and enter your username and password, or use the forgot login feature to reset your credentials. If you don't have login credentials, try registering as a new user.
If you have a 401(k) plan through Aledade, Inc. at Charles Schwab and no longer work there, you have a few options. You can leave it with Charles Schwab, roll it over into an individual retirement account (IRA), roll it over into a new 401(k), or withdraw the funds (may incur tax penalties).

How to roll over your Aledade, Inc. 401(k)

Rolling over your Aledade, Inc. 401(k) into an IRA is a great way to keep track of your retirement savings and make sure you’re in control, not your former employer. There are three steps to rolling over a Aledade, Inc. 401(k):

  1. Confirm a few key details about your Charles Schwab 401(k) plan
  2. Decide which IRA you want to move your Charles Schwab 401(k) to
  3. Initiate your rollover with Charles Schwab
  4. Get a check in the mail and deposit it into your new IRA account
  5. Make sure your funds are being invested properly

If you’re uncomfortable handling the rollover process on your own, Capitalize offers a seamless, online 401(k) rollover service to help you from start to finish.

Easily roll over your Aledade, Inc. 401(k) plan

Our experts can help you easily find and move your 401(k)s into an IRA of your choice. Take control of your retirement.

How to withdraw your Aledade, Inc. 401(k)

Withdrawing, or cashing out, your Aledade, Inc. 401(k) may provide liquidity, though it can come with significant tax implications and penalties, potentially hampering your retirement savings growth. If you have explored other options, like a 401(k) rollover or loan, and decided to withdraw, the process only involves a few steps: Determine how much of your Aledade, Inc. 401(k) you’d like to cash out.

  1. Call or contact your Aledade, Inc. 401(k) plan administrator.
  2. Request that your account be liquidated in the amount of your choosing.
  3. Have the administrator send the requested cash-out amount to via paper check or ACH transfer.
  4. Wait a few days to receive the money.

Remember, cashing out should typically be reserved for emergency circumstances. Capitalize can help you roll over your Aledade, Inc. 401(k) instead, saving you from tax implications and penalties.

Aledade, Inc. 401(k) plan details

Aledade, Inc. offers ALEDADE 401(K) SAVINGS AND INVESTMENT PLAN through Charles Schwab. Their plan covers 525 employees.

Aledade, Inc.
Aledade, Inc. is a healthcare technology company headquartered in Bethesda, Maryland. Founded in 2014 by Dr. Farzad Mostashari and Mat Kendall, Aledade focuses on value-based care delivery and provides innovative solutions to independent primary care practices across the United States. The company partners with these practices to help them transition from fee-for-service models to value-based care reimbursement systems focused on quality outcomes and cost savings. Through its cutting-edge data analytics platform, Aledade enables physicians to identify high-risk patients, coordinate better patient care, improve population health management strategies, and reduce unnecessary healthcare spending. Since its establishment, Aledade has rapidly grown into one of the leading accountable care organizations (ACOs) in the country. They have formed partnerships with hundreds of independent physician practices spanning multiple states and continue expanding their network. By leveraging its expertise in healthcare policy advocacy and technological innovation, Aledade aims to empower primary care providers with the tools necessary to thrive within value-driven healthcare ecosystems while improving patient experiences and health outcomes. Furthermore, as a pioneer in alternative payment models such as Medicare Shared Savings Program (MSSP) Track 1+ participants or Direct Contracting Entities (DCEs), Aledade supports participating practices through extensive support programs including clinical training resources along with practice transformation assistance. In summary, Aledade is a forward-thinking healthcare technology company committed to assisting independent primary care practices embrace value-based care initiatives through advanced data analytics solutions - empowering physicians for improved coordination across networks while enhancing patient health outcomes.
Headquarters
4550 MONTGOMERY AVENUE 905 NORTH, BETHESDA, MD 20814
Phone number
202-803-7979
Contact
JOHN DOYLE
EIN
46-5417350

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