Vanderheyden Hall retirement plan: assets, participants and fees
What Vanderheyden Hall's retirement plan 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 | Mengel, Metzger, Barr and Co. LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 140 pension plans in other services with 100 to 499 participants.
| Vanderheyden Hall: employer contribution per participant | $8,635 | |
| Peer median | $3,304 |
| Vanderheyden Hall: average balance | -$1,213 | |
| Peer median | $112,285 |
| Vanderheyden Hall: admin expenses ÷ assets | 8.92% | |
| Peer median | 0.54% |
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 $5.4M at the end of plan year 2021 to -$184K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 152 | -$184K | $1.3M | $8,635 | 8.92% | Not published | Form 5500 ↗ |
| 2023 | 154 | $5.4M | $218K | $1,413 | 2.49% | Not published | Form 5500 ↗ |
| 2022 | 158 | $5.3M | $225K | $1,427 | 2.63% | Not published | Form 5500 ↗ |
| 2021 | 162 | $5.4M | $160K | $988 | 2.73% | Not published | Form 5500 ↗ |
Common questions
Does Vanderheyden Hall match 401(k) contributions?
The match terms for the Vanderheyden Hall, Inc. Employees' Pension Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $1.3M in employer contributions, about $8,635 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Vanderheyden Hall 401(k) match vested?
The vesting schedule for the Vanderheyden Hall, Inc. Employees' Pension Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Vanderheyden Hall 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Vanderheyden Hall, Inc..
I left Vanderheyden Hall. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Vanderheyden Hall, Inc., (518) 874-4903) or the recordkeeper, Principal Life Insurance Company. The Vanderheyden Hall old 401(k) page lists the contacts from every plan filing. Find an old Vanderheyden Hall 401(k)
Data from the public Form 5500 annual reports Vanderheyden Hall 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 Vanderheyden Hall. Not financial advice. Report a correction · Methodology