Willert Home Products 401(k) match, vesting and fees
What Willert Home Products' 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| Willert Home Products: employer contribution per participant | $2,120 | |
| Peer median | $1,962 |
| Willert Home Products: average balance | $113,708 | |
| Peer median | $75,225 |
| Willert Home Products: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.32% |
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 $10.4M at the end of plan year 2021 to $13.6M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 177 | $13.6M | $254K | $2,120 | 0.07% | Not published | 5500-SF ↗ |
| 2024 | 142 | $10.8M | $194K | $2,088 | 0.17% | Not published | 5500-SF ↗ |
| 2023 | 138 | $8.9M | $193K | $2,101 | 0.06% | Not published | 5500-SF ↗ |
| 2022 | 115 | $9M | $138K | $1,426 | 0.04% | Not published | 5500-SF ↗ |
| 2021 | 99 | $10.4M | $240K | $2,447 | 0.05% | Not published | 5500-SF ↗ |
Other Willert Home Products plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Willert Home Products, Inc. Union Employees 401(k) 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.
| Recordkeeper | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Holt & Patterson, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Willert Home Products match 401(k) contributions?
The match terms for the Willert Home Products, Inc. Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $254K in employer contributions, about $2,120 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Willert Home Products 401(k) match vested?
The vesting schedule for the Willert Home Products, Inc. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Willert Home Products 401(k)?
The filing names Willert Home Products, Inc. as plan administrator; it does not list a recordkeeper.
I left Willert Home Products. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Willert Home Products, Inc., (314) 772-2822). The Willert Home Products old 401(k) page lists the contacts from every plan filing. Find an old Willert Home Products 401(k)
Data from the public Form 5500 annual reports Willert Home Products 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 Willert Home Products. Not financial advice. Report a correction · Methodology