Greenheck Fan 401(k) match, vesting and fees
What Greenheck Fan's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Milliman, Inc | Schedule C ↗ |
| Independent auditor | Wipfli LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 283 defined-contribution plans in manufacturing with 5,000 to 9,999 participants.
| Greenheck Fan: employer contribution per participant | $2,540 | |
| Peer median | $2,895 |
| Greenheck Fan: average balance | $103,632 | |
| Peer median | $115,263 |
| Greenheck Fan: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $528M at the end of plan year 2021 to $579M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,731 | $579M | $14.2M | $2,540 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 5,387 | $516M | $13.4M | $2,542 | 0.11% | Not published | Form 5500 ↗ |
| 2022 | 5,132 | $444M | $11.1M | $2,197 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 4,783 | $528M | $9.7M | $2,075 | 0.09% | Not published | Form 5500 ↗ |
Other Greenheck Fan plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Greenheck Fan Corporation (F/K/A Metal Industries) 401(k) Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Wipfli, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Greenheck Fan match 401(k) contributions?
The match terms for the Greenheck Fan Corporation 401(k) & Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $14.2M in employer contributions, about $2,540 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Greenheck Fan 401(k) match vested?
The vesting schedule for the Greenheck Fan Corporation 401(k) & Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Greenheck Fan 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman, Inc. The plan administrator is Greenheck Fan Corporation.
I left Greenheck Fan. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Greenheck Fan Corporation, (715) 359-6171) or the recordkeeper, Milliman, Inc. The Greenheck Fan old 401(k) page lists the contacts from every plan filing. Find an old Greenheck Fan 401(k)
Data from the public Form 5500 annual reports Greenheck Fan filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Greenheck Fan. Not financial advice. Report a correction · Methodology