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Original filing (PDF)20251001103711NAL0015939632001
HARTZELL ENGINE TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
HARTZELL ENGINE TECHNOLOGIES, LLC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
162
Accounts w/ balance
186
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Helping the score
- Below-peer total fees (25 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARTZELL ENGINE TECHNOLOGIES, LLC.
Plan sponsor
Name
HARTZELL ENGINE TECHNOLOGIES, LLC
EIN
27-3462577
Address
ONE PROPELLER PLACE · PIQUA, OH · 45356
Phone
(937) 778-4234
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BOBER MARKEY FEDOROVICH & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $11K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $7K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HARTZELL PROPELLER INC | — | PIQUA, OH | OTHER | $4K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
27 direct securities· $9.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Signal Adm Mutual Fund | — | — | — | $1.4M | 14.6% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $1.3M | 13.8% | |
| Great-West Guaranteed Interest Fund Fixed Annuity Contract | — | — | — | $1.0M | 10.5% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $738K | 7.6% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $733K | 7.5% | |
| Vanguard Small Cap Index Fund Adm Mutual Fund | — | — | — | $556K | 5.7% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | — | — | — | $536K | 5.5% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | — | — | — | $536K | 5.5% | |
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $431K | 4.4% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $427K | 4.4% | |
| Vanguard Mid Cap Index Fund Adm Mutual Fund | — | — | — | $425K | 4.4% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $260K | 2.7% | |
| American Funds Europacific Mutual Fund | — | — | — | $247K | 2.5% | |
| Notes receivable from participants terms of 1 to 10 years - | — | — | — | $177K | 1.8% | |
| Vanguard Interm Term Bond Index Adm Mutual Fund | — | — | — | $171K | 1.8% | |
| JPMorgan Equity Income Fund Class R6 Mutual Fund | — | — | — | $170K | 1.7% | |
| Vanguard Inflation-Protected Secs Adm Mutual Fund | — | — | — | $81K | 0.8% | |
| John Hancock Disciplined Value Mid Cap Mutual Fund | — | — | — | $79K | 0.8% | |
| Vanguard Explorer Adm Mutual Fund | — | — | — | $70K | 0.7% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $64K | 0.7% | |
| Blackrock Mid-Cap Growth Equity K Mutual Fund | — | — | — | $64K | 0.7% | |
| Metropolitan West Total Return Bond Plan Mutual Fund | — | — | — | $60K | 0.6% | |
| Federated Instl High Yield Bond Mutual Fund | — | — | — | $45K | 0.5% | |
| Victory Sycamore Small Company Opp I Mutual Fund | — | — | — | $27K | 0.3% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $18K | 0.2% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $8K | <0.1% | |
| Vanguard Target Retirement Income Mutual Fund | — | — | — | $7K | <0.1% |
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