What public Form 5500 filings show about the Heller Machine Tools, L.P. 401(k) plan — and how to find and check your own account.
Heller Machine Tools, L.P. (EIN 36-3451874) reports HELLER MACHINE TOOLS, L.P. 401(K) PLAN on its most recent Form 5500, with $23.7M in plan assets across 105 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Heller Machine Tools, L.P. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Heller Machine Tools, L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KESTRA INVESTMENT SERVICES.
