Weinig Holz-Her USA 401(k) match, vesting and fees
What Weinig Holz-Her USA's 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Martin Starnes & Associates, Cpas (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.
| Weinig Holz-Her USA: employer contribution per participant | $2,796 | |
| Peer median | $1,988 |
| Weinig Holz-Her USA: average balance | $92,450 | |
| Peer median | $75,431 |
| Weinig Holz-Her USA: admin expenses ÷ assets | 0.14% | |
| 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 were $19.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 227 | $19.8M | $598K | $2,796 | 0.14% | Not published | Form 5500 ↗ |
Common questions
Does Weinig Holz-Her USA match 401(k) contributions?
The match terms for the Weinig Holz-Her USA, Inc. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $598K in employer contributions, about $2,796 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Weinig Holz-Her USA 401(k) match vested?
The vesting schedule for the Weinig Holz-Her USA, Inc. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Weinig Holz-Her USA 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Weinig Holz-Her USA, Inc..
I left Weinig Holz-Her USA. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Weinig Holz-Her USA, Inc., (704) 799-0100) or the recordkeeper, Fidelity Investments Institutional. The Weinig Holz-Her USA old 401(k) page lists the contacts from every plan filing. Find an old Weinig Holz-Her USA 401(k)
Data from the public Form 5500 annual reports Weinig Holz-Her USA filed with the U.S. Department of Labor (plan years 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 Weinig Holz-Her USA. Not financial advice. Report a correction · Methodology