Heaven Hill Distilleries 401(k) match, vesting and fees
What Heaven Hill Distilleries' 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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Cherry Bekaert LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Heaven Hill Distilleries: employer contribution per participant | $3,696 | |
| Peer median | $2,038 |
| Heaven Hill Distilleries: average balance | $115,449 | |
| Peer median | $72,907 |
| Heaven Hill Distilleries: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.20% |
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 $49.2M at the end of plan year 2021 to $65.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 823 | $65.2M | $2.1M | $3,696 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 802 | $53.7M | $1.9M | $3,453 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 545 | $41.8M | $1.6M | $3,481 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 563 | $49.2M | $1.4M | $3,351 | <0.01% | Not published | Form 5500 ↗ |
Other Heaven Hill Distilleries plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Collective Bargaining Employees
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 | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Cherry Bekaert LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Heaven Hill Distilleries match 401(k) contributions?
The match terms for the Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $3,696 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Heaven Hill Distilleries 401(k) match vested?
The vesting schedule for the Heaven Hill Distilleries, Inc. Savings and Retirement Plan for Salaried Employees is not in the data published so far. Your Summary Plan Description states it.
Who manages the Heaven Hill Distilleries 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Heaven Hill Distilleries, Inc..
I left Heaven Hill Distilleries. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Heaven Hill Distilleries, Inc., (502) 337-9558) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Heaven Hill Distilleries old 401(k) page lists the contacts from every plan filing. Find an old Heaven Hill Distilleries 401(k)
Data from the public Form 5500 annual reports Heaven Hill Distilleries 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 Heaven Hill Distilleries. Not financial advice. Report a correction · Methodology