Heartland Farms 401(k) match, vesting and fees
What Heartland Farms' 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 | Northwestern Wisconsin Assoc | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen 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 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Heartland Farms: employer contribution per participant | $2,197 | |
| Peer median | $1,847 |
| Heartland Farms: average balance | $86,892 | |
| Peer median | $65,512 |
| Heartland Farms: admin expenses ÷ assets | 0.47% | |
| Peer median | 0.32% |
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 $10.5M at the end of plan year 2021 to $12.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 180 | $12.9M | $327K | $2,197 | 0.47% | Not published | Form 5500 ↗ |
| 2023 | 165 | $11.6M | $267K | $2,008 | 0.50% | Not published | Form 5500 ↗ |
| 2022 | 151 | $9.5M | $244K | $2,020 | 0.50% | Not published | Form 5500 ↗ |
| 2021 | 156 | $10.5M | $220K | $1,931 | 0.48% | Not published | Form 5500 ↗ |
Common questions
Does Heartland Farms match 401(k) contributions?
The match terms for the Heartland Farms, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $327K in employer contributions, about $2,197 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Heartland Farms 401(k) match vested?
The vesting schedule for the Heartland Farms, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Heartland Farms 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Northwestern Wisconsin Assoc. The plan administrator is Heartland Farms, Inc..
I left Heartland Farms. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Heartland Farms, Inc., (715) 249-5555) or the recordkeeper, Northwestern Wisconsin Assoc. The Heartland Farms old 401(k) page lists the contacts from every plan filing. Find an old Heartland Farms 401(k)
Data from the public Form 5500 annual reports Heartland Farms 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 Farms. Not financial advice. Report a correction · Methodology