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Original filing (PDF)20251010135254NAL0004677699001
HEILIND ELECTRONICS, INC.
Form 5500
FILING_RECEIVED
HEILIND ELECTRONICS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,012
Accounts w/ balance
661
Plan assets (EOY)
$68.2M
Net assets (EOY)
$68.2M
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 (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (9 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEILIND ELECTRONICS, INC..
Plan sponsor
Name
HEILIND ELECTRONICS, INC.
EIN
04-2534289
Address
58 JONSPIN RD. · WILMINGTON, MA · 01887
Phone
(978) 657-4870
Industry
Wholesale Tradesee all
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)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $37K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
Investments
31 direct securities· $68.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Divided Growth I Mutual Fund (Omitted for | — | — | — | $8.5M | 12.4% | |
| Fidelity 500 Index Mutual Fund Participant- | — | — | — | $7.8M | 11.5% | |
| Fidelity Freedom 2040 K Mutual Fund Directed | — | — | — | $7.0M | 10.3% | |
| Fidelity Freedom 2030 K Mutual Fund Funds) | — | — | — | $5.8M | 8.6% | |
| Fidelity Freedom 2025 K Mutual Fund | — | — | — | $4.8M | 7.1% | |
| Fidelity Capital Apprec Mutual Fund | — | — | — | $4.0M | 5.9% | |
| Fidelity Freedom 2020 K Mutual Fund | — | — | — | $3.7M | 5.5% | |
| Fidelity Freedom 2035 K Mutual Fund | — | — | — | $3.3M | 4.9% | |
| PIMCO Total Return Institutional Mutual Fund | — | — | — | $2.7M | 3.9% | |
| Brokerage Link Self-directed brokerage | — | — | — | $2.4M | 3.5% | |
| Vanguard MMR-Fed MMKT Money Market | — | — | — | $2.1M | 3.1% | |
| American Funds Europac Growth R6 Mutual Fund | — | — | — | $2.0M | 3.0% | |
| Fidelity Freedom 2045 K Mutual Fund | — | — | — | $1.5M | 2.3% | |
| Fidelity Extd Mkt IDX Mutual Fund | — | — | — | $1.3M | 2.0% | |
| DFA US Small Cap I Mutual Fund | — | — | — | $1.2M | 1.8% | |
| Fidelity Freedom 2055 K Mutual Fund | — | — | — | $1.2M | 1.8% | |
| Fidelity International Index Mutual Fund | — | — | — | $1.2M | 1.7% | |
| Fidelity Freedom 2050 K Mutual Fund | — | — | — | $1.1M | 1.7% | |
| DFA US LG CAP VAL Mutual Fund | — | — | — | $983K | 1.4% | |
| maturing through 2034 | — | — | — | $884K | 1.3% | |
| American Funds New World Fun R6 Mutual Fund | — | — | — | $739K | 1.1% | |
| Fidelity Real Estate Invs Mutual Fund | — | — | — | $718K | 1.1% | |
| Fidelity Freedom 2060 K Mutual Fund | — | — | — | $661K | 1.0% | |
| LOOMIS CORE PL BD Y Mutual Fund | — | — | — | $646K | 0.9% | |
| Fidelity Freedom 2010 K Mutual Fund | — | — | — | $418K | 0.6% | |
| Fund Admiral Shares Mutual Fund | — | — | — | $362K | 0.5% | |
| Fidelity US Bond Index Mutual Fund | — | — | — | $278K | 0.4% | |
| Fidelity Freedom INC K Mutual Fund | — | — | — | $200K | 0.3% | |
| DFA Inflation-Protected Securities Portfolio Mutual Fund | — | — | — | $190K | 0.3% | |
| Fidelity Freedom 2015 K Mutual Fund | — | — | — | $168K | 0.2% | |
| Fidelity Freedom 2065 K Mutual Fund | — | — | — | $125K | 0.2% |