Headlands Research 401(k) match, vesting and fees
What Headlands Research'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 | Voya Retirement Ins and Annuity Co | 2024 Schedule C ↗ |
| Independent auditor | Assurance Dimensions (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
The recordkeeper is from the plan year 2024 filing, the latest that names one. The other rows are from the plan year 2025 filing.
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Headlands Research: employer contribution per participant | $1,352 | |
| Peer median | $2,719 |
| Headlands Research: average balance | $53,082 | |
| Peer median | $85,424 |
| Headlands Research: admin expenses ÷ assets | 0.42% | |
| Peer median | 0.27% |
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 $7.6M at the end of plan year 2022 to $13.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 476 | $13.9M | $353K | $1,352 | 0.42% | Not published | Form 5500 ↗ |
| 2024 | 429 | $10.1M | $307K | $1,432 | 0.57% | Not published | Form 5500 ↗ |
| 2023 | 393 | $7.3M | — | — | 0.74% | Not published | Form 5500 ↗ |
| 2022 | 317 | $7.6M | — | — | 0.88% | Not published | Form 5500 ↗ |
Common questions
Does Headlands Research match 401(k) contributions?
The match terms for the Headlands Research 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $353K in employer contributions, about $1,352 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Headlands Research 401(k) match vested?
The vesting schedule for the Headlands Research 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Headlands Research 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Voya Retirement Ins and Annuity Co. The plan administrator is Headlands Research, Inc..
I left Headlands Research. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Headlands Research, Inc., (561) 208-3400) or the recordkeeper, Voya Retirement Ins and Annuity Co. The Headlands Research old 401(k) page lists the contacts from every plan filing. Find an old Headlands Research 401(k)
Data from the public Form 5500 annual reports Headlands Research filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) 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 Headlands Research. Not financial advice. Report a correction · Methodology