Heard Mcelroy & Vestal, L.l.c. 401(k) Plan: Login, Facts & Contact Information
Heard Mcelroy & Vestal, L.l.c. 401(k) Login
45 former Heard Mcelroy & Vestal, L.l.c. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Heard Mcelroy & Vestal, L.l.c. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Apr 13, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $2.44 million went into the plan in contributions, $803,751 of it from the employer (33%).
- $866,208 was paid out to participants.
- Investment and other income added $3.51 million.
- Administrative expenses were $42,599, about $205 per account.
How the Heard Mcelroy & Vestal, L.l.c. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 151 | $20.0 million | $470,659 | $1.49 million |
| 2020 | 155 | $25.2 million | $490,584 | $932,468 |
| 2021 | 157 | $21.0 million | $497,716 | $3.26 million |
| 2022 | 176 | $25.9 million | $623,199 | $1.40 million |
| 2023 | 190 | $29.2 million | $794,373 | $2.34 million |
| 2024 | 205 | $34.2 million | $803,751 | $866,208 |
Heard Mcelroy & Vestal, L.l.c. 401(k) Contact Information
Questions about the Heard Mcelroy & Vestal, L.l.c. 401(k)
Does Heard Mcelroy & Vestal, L.l.c contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $803,751, 33% of all contributions.
Does the Heard Mcelroy & Vestal, L.l.c 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Heard Mcelroy & Vestal, L.l.c 401(k) plan?
205 participants at the start of plan year 2024, 153 of them active employees, and 45 former employees who still had money in the plan.
What is the average 401(k) balance at Heard Mcelroy & Vestal, L.l.c?
About $164,569 per account: $34.2 million in plan assets across 208 accounts with a balance at the end of plan year 2024.
Who manages the Heard Mcelroy & Vestal, L.l.c 401(k) accounts?
Newport (an Ascensus company) (listed on the filing as NEWPORT GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Heard Mcelroy & Vestal, L.l.c. How do I access my 401(k)?
Your account stays with Newport (an Ascensus company) after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.