Herff Jones, Llc 401(k) Plan (terminated 2019): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2019, when $130.4 million was transferred out of the plan. Assets moved to the VARSITY BRANDS, LLC 401(K) PROFIT SHARING PLAN (sponsored by VARSITY BRANDS, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the VARSITY BRANDS, LLC 401(K) PROFIT SHARING PLAN →

Herff Jones, Llc 401(k) Plan Facts (plan year 2019)

Plan name
HERFF JONES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HERFF JONES, LLC
Participants
2,439
Former employees with a balance
0
Employer contributions
$217,033 in plan year 2019 (4% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2019 – Dec 31, 2019
Plan established
Jan 1, 1986
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2019 (Jan 1, 2019 – Dec 31, 2019), filed Feb 12, 2021. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2019

  • $4.96 million went into the plan in contributions, $217,033 of it from the employer (4%).
  • $15.7 million was paid out to participants.
  • Investment and other income added $24.0 million.

How the Herff Jones, Llc 401(k) changed, 2014–2019

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20142,410$106.1 million$2.83 million$26.7 million
20152,075$100.6 million$868,490$34.1 million
20161,916$93.3 million$192,940$20.7 million
20172,453$139.5 million$186,972$20.7 million
20182,593$117.4 million$217,220$20.8 million
2019 (final)2,439$0$217,033$15.7 million

Herff Jones, Llc 401(k) Contact Information

Phone
317-329-3302
Mailing address
4625 WEST 62ND STREET, INDIANAPOLIS IN 462682593
Plan sponsor
HERFF JONES, LLC
Employer identification number (EIN)
35-1637714
Plan number
001

Questions about the Herff Jones, Llc 401(k)

Is the Herff Jones, Llc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2019. Its assets were transferred to the VARSITY BRANDS, LLC 401(K) PROFIT SHARING PLAN.

Does Herff Jones, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2019 the employer contributed $217,033, 4% of all contributions.

Does the Herff Jones, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Herff Jones, Llc 401(k) plan?

2,439 participants at the start of plan year 2019.

Who manages the Herff Jones, Llc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

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