Heartland Energy Partners 401(k) match, vesting and fees
What Heartland Energy Partners' 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Kreischer Miller (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $2.6M at the end of plan year 2021 to $4.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 210 | $4.1M | $139K | $1,498 | 1.02% | Not published | Form 5500 ↗ |
| 2023 | 174 | $3.5M | $182K | $1,752 | 1.01% | Not published | Form 5500 ↗ |
| 2022 | 157 | $2.6M | $275K | $2,499 | 0.83% | Not published | Form 5500 ↗ |
| 2021 | 159 | $2.6M | $328K | $3,153 | 0.85% | Not published | 5500-SF ↗ |
Common questions
Does Heartland Energy Partners match 401(k) contributions?
The match terms for the Heartland Energy Partners 401(k) have not been published from its filing yet. The plan year 2024 filing reports $139K in employer contributions, about $1,498 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Heartland Energy Partners 401(k) match vested?
The vesting schedule for the Heartland Energy Partners 401(k) is not in the data published so far. Your Summary Plan Description states it.
Who manages the Heartland Energy Partners 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Heartland Energy Partners.
I left Heartland Energy Partners. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Heartland Energy Partners, (703) 763-4368) or the recordkeeper, Principal Life Insurance Company. The Heartland Energy Partners old 401(k) page lists the contacts from every plan filing. Find an old Heartland Energy Partners 401(k)
Data from the public Form 5500 annual reports Heartland Energy Partners 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 Heartland Energy Partners. Not financial advice. Report a correction · Methodology