Wheeler Brothers Grain 401(k) match, vesting and fees
What Wheeler Brothers Grain'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Hutchins & Haake, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 595 defined-contribution plans in agriculture, forestry, fishing and hunting with 100 to 499 participants.
| Wheeler Brothers Grain: employer contribution per participant | $2,702 | |
| Peer median | $1,917 |
| Wheeler Brothers Grain: average balance | $95,370 | |
| Peer median | $58,404 |
| Wheeler Brothers Grain: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.38% |
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 $13.2M at the end of plan year 2021 to $17.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 195 | $17.3M | $489K | $2,702 | 0.44% | Not published | Form 5500 ↗ |
| 2023 | 203 | $15.2M | $321K | $1,771 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 212 | $14M | $901K | $5,333 | 0.55% | Not published | Form 5500 ↗ |
| 2021 | 147 | $13.2M | $507K | $5,173 | 0.77% | Not published | Form 5500 ↗ |
Common questions
Does Wheeler Brothers Grain match 401(k) contributions?
The match terms for the Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC have not been published from its filing yet. The plan year 2024 filing reports $489K in employer contributions, about $2,702 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wheeler Brothers Grain 401(k) match vested?
The vesting schedule for the Savings Incentive Plan for Employees of Wheeler Brothers Grain Company, LLC is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wheeler Brothers Grain 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Wheeler Brothers Grain Company, LLC.
I left Wheeler Brothers Grain. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wheeler Brothers Grain Company, LLC, (580) 623-7265) or the recordkeeper, Empower Annuity Insurance Company. The Wheeler Brothers Grain old 401(k) page lists the contacts from every plan filing. Find an old Wheeler Brothers Grain 401(k)
Data from the public Form 5500 annual reports Wheeler Brothers Grain 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 Wheeler Brothers Grain. Not financial advice. Report a correction · Methodology