Herregan Distributors 401(k) match, vesting and fees
What Herregan Distributors' 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 | Alerus | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen, 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 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Herregan Distributors: employer contribution per participant | $2,982 | |
| Peer median | $1,988 |
| Herregan Distributors: average balance | $155,962 | |
| Peer median | $75,431 |
| Herregan Distributors: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.31% |
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 $22.2M at the end of plan year 2021 to $23.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 169 | $23.4M | $447K | $2,982 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 177 | $20.9M | $428K | $2,764 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 184 | $17.3M | $500K | $3,012 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 166 | $22.2M | $436K | $2,797 | 0.12% | Not published | Form 5500 ↗ |
Other Herregan Distributors plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Herregan Distributors, Inc. Employee Stock Ownership Plan
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 | Cliftonlarsonallen, Llp. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Herregan Distributors match 401(k) contributions?
The match terms for the Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $447K in employer contributions, about $2,982 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Herregan Distributors 401(k) match vested?
The vesting schedule for the Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Herregan Distributors 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Alerus. The plan administrator is Herregan Distributors, Inc..
I left Herregan Distributors. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Herregan Distributors, Inc., (651) 452-7200) or the recordkeeper, Alerus. The Herregan Distributors old 401(k) page lists the contacts from every plan filing. Find an old Herregan Distributors 401(k)
Data from the public Form 5500 annual reports Herregan Distributors filed with the U.S. Department of Labor (plan years 2021 and 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 Herregan Distributors. Not financial advice. Report a correction · Methodology