Helena Agri-Enterprises 401(k) match, vesting and fees
What Helena Agri-Enterprises' 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 & Smith | Schedule C ↗ |
| Independent auditor | Ernst & Young 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 56 defined-contribution plans in wholesale trade with 5,000 to 9,999 participants.
| Helena Agri-Enterprises: employer contribution per participant | $3,029 | |
| Peer median | $2,404 |
| Helena Agri-Enterprises: average balance | $87,156 | |
| Peer median | $85,831 |
| Helena Agri-Enterprises: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.10% |
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 $595M at the end of plan year 2023 to $678M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 8,393 | $678M | $23.6M | $3,029 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 8,204 | $595M | $23M | $3,111 | 0.07% | Not published | Form 5500 ↗ |
Other Helena Agri-Enterprises plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Helena Agri-Enterprises, LLC Pension Plan for Marketing and Administrative 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.
| Independent auditor | Ernst & Young, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Helena Agri-Enterprises, LLC Pension Plan for Production Workers & Truck Drivers
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.
| Independent auditor | Ernst & Young,llp (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Helena Agri-Enterprises match 401(k) contributions?
The match terms for the Helena Agri-Enterprises, LLC Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $23.6M in employer contributions, about $3,029 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Helena Agri-Enterprises 401(k) match vested?
The vesting schedule for the Helena Agri-Enterprises, LLC Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Helena Agri-Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch,pierce,fenner & Smith. The plan administrator is Helena Agri-Enterprises, LLC Benefits Committee.
I left Helena Agri-Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Helena Agri-Enterprises, LLC Benefits Committee, (901) 761-0050) or the recordkeeper, Merrill Lynch,pierce,fenner & Smith. The Helena Agri-Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Helena Agri-Enterprises 401(k)
Data from the public Form 5500 annual reports Helena Agri-Enterprises filed with the U.S. Department of Labor (plan years 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 Helena Agri-Enterprises. Not financial advice. Report a correction · Methodology