Wheat Holdings, Llc. 401(k) Plan: Login, Facts & Contact Information

Wheat Holdings, Llc. 401(k) Plan Facts

Plan name
WHEAT MONTANA 401(K) PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
WHEAT HOLDINGS, LLC.
Participants
529 (456 active employees)
Former employees with a balance
94
Plan assets
$3,873,735 at Oct 31, 2025
Average account balance
$24,363 across 159 accounts
Employer contributions
$205,783 in plan year 2024 (38% of all contributions)
Recordkeeper
The Vanguard Group, Inc.
Plan year
Nov 1, 2024 – Oct 31, 2025
Plan established
Jan 1, 1994
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 2024 (Nov 1, 2024 – Oct 31, 2025), filed Jul 28, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $540,983 went into the plan in contributions, $205,783 of it from the employer (38%).
  • $1.01 million was paid out to participants.
  • Investment and other income added $668,693.
  • Administrative expenses were $32,465, about $204 per account.

How the Wheat Holdings, Llc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019251$2.83 million$116,344$713,996
2020399$3.58 million$126,113$394,479
2021158$2.65 million$108,706$734,736
2022259$3.96 million$206,282$1.25 million
2023589$3.71 million$182,194$1.78 million
2024529$3.87 million$205,783$1.01 million

Wheat Holdings, Llc. 401(k) Contact Information

Phone
406-582-4564
Mailing address
1025 S 700 W, SALT LAKE CITY UT 84104
Plan sponsor
WHEAT HOLDINGS, LLC.
Employer identification number (EIN)
20-3846202
Plan number
001

Questions about the Wheat Holdings, Llc. 401(k)

Does Wheat Holdings, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $205,783, 38% of all contributions.

Does the Wheat Holdings, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Wheat Holdings, Llc 401(k) plan?

529 participants at the start of plan year 2024, 456 of them active employees, and 94 former employees who still had money in the plan.

What is the average 401(k) balance at Wheat Holdings, Llc?

About $24,363 per account: $3.87 million in plan assets across 159 accounts with a balance at the end of plan year 2024.

Who manages the Wheat Holdings, Llc 401(k) accounts?

Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Wheat Holdings, Llc. How do I access my 401(k)?

Your account stays with Vanguard 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.

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