How big is Heilind Electronics, Inc.'s plan?

Heilind Electronics, Inc.'s plan reported $68.2M in assets and 1,012 participants for 2024.

Original filing (PDF)20251010135254NAL0004677699001

Heilind Electronics, Inc.

Name: Heilind Electronics, Inc. — Heilind Electronics, Form 5500 (2024)
Creator: Heilind Electronics, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Heilind Electronics, Inc. 401(k) Plan

401(k) retirement plan · Heilind Electronics, Inc.'s Heilind Electronics, Inc. 401(k) Plan held $68.2M in plan assets for 1,012 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Corrective distributions issuedSelf-directed brokerage offered

Active participants

1,012

Accounts w/ balance

661

Plan assets (EOY)

$68.2M

Net assets (EOY)

$68.2M

People on this filing

Jamie Webster signed Heilind Electronics, Inc.'s 2024 Form 5500 as plan administrator.

Jamie Webster — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Heilind Electronics, Inc.'s EIN is 04-2534289.

EIN 04-2534289

Plan number 002

Plan year 2024

ACK ID 20251010135254NAL0004677699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heilind Electronics, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heilind Electronics, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

HEILIND ELECTRONICS, INC.

EIN

all filings

Address

58 JONSPIN RD. · WILMINGTON, MA · 01887

Phone

(978) 657-4870

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT ADVISORS LLC	43-1451524	—	ADVISOR	$37K	—
STRATEGIC ADVISORS, INC.

Investments

31 direct securities· $68.2M(100% of reported assets)

Mutual Funds

$46.3M

24 holdings

Other securities

$10.4M

4 holdings

Common Collective Trusts

$9.2M

2 holdings

Self-Directed Brokerage

$2.4M

1 holding

					% of plan
T. Rowe Price Divided Growth I Mutual Fund (Omitted for	Other securities	—	—	$8.5M	12.4%
Fidelity 500 Index Mutual Fund Participant-	Common Collective Trusts	—	—	$7.8M	11.5%
Fidelity Freedom 2040 K Mutual Fund Directed	Mutual Funds	—	—	$7.0M	10.3%
Fidelity Freedom 2030 K Mutual Fund Funds)	Mutual Funds	—	—	$5.8M	8.6%
Fidelity Freedom 2025 K Mutual Fund	Mutual Funds	—	—	$4.8M	7.1%
Fidelity Capital Apprec Mutual Fund	Mutual Funds	—	—	$4.0M	5.9%
Fidelity Freedom 2020 K Mutual Fund	Mutual Funds	—	—	$3.7M	5.5%
Fidelity Freedom 2035 K Mutual Fund	Mutual Funds	—	—	$3.3M	4.9%
PIMCO Total Return Institutional Mutual Fund	Mutual Funds	—	—	$2.7M	3.9%
Brokerage Link Self-directed brokerage	Self-Directed Brokerage	—	—	$2.4M	3.5%
Vanguard MMR-Fed MMKT Money Market	Mutual Funds	—	—	$2.1M	3.1%
American Funds Europac Growth R6 Mutual Fund	Mutual Funds	—	—	$2.0M	3.0%
Fidelity Freedom 2045 K Mutual Fund	Mutual Funds	—	—	$1.5M	2.3%
Fidelity Extd Mkt IDX Mutual Fund	Common Collective Trusts	—	—	$1.3M	2.0%
DFA US Small Cap I Mutual Fund	Mutual Funds	—	—	$1.2M	1.8%
Fidelity Freedom 2055 K Mutual Fund	Mutual Funds	—	—	$1.2M	1.8%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$1.2M	1.7%
Fidelity Freedom 2050 K Mutual Fund	Mutual Funds	—	—	$1.1M	1.7%
DFA US LG CAP VAL Mutual Fund	Mutual Funds	—	—	$983K	1.4%
maturing through 2034	Other securities	—	—	$884K	1.3%
American Funds New World Fun R6 Mutual Fund	Mutual Funds	—	—	$739K	1.1%
Fidelity Real Estate Invs Mutual Fund	Mutual Funds	—	—	$718K	1.1%
Fidelity Freedom 2060 K Mutual Fund	Mutual Funds	—	—	$661K	1.0%
LOOMIS CORE PL BD Y Mutual Fund	Other securities	—	—	$646K	0.9%
Fidelity Freedom 2010 K Mutual Fund	Mutual Funds	—	—	$418K	0.6%
Fund Admiral Shares Mutual Fund	Other securities	—	—	$362K	0.5%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$278K	0.4%
Fidelity Freedom INC K Mutual Fund	Mutual Funds	—	—	$200K	0.3%
DFA Inflation-Protected Securities Portfolio Mutual Fund	Mutual Funds	—	—	$190K	0.3%
Fidelity Freedom 2015 K Mutual Fund	Mutual Funds	—	—	$168K	0.2%
Fidelity Freedom 2065 K Mutual Fund	Mutual Funds	—	—	$125K	0.2%