How big is Hartzell Propeller, Inc.'s plan?

Hartzell Propeller, Inc.'s plan reported $68.5M in assets and 411 participants for 2024.

Original filing (PDF)20251001090254NAL0020741922001

Hartzell Propeller, Inc.

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

Form 5500

FILING_RECEIVED

Hartzell Propeller, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Hartzell Propeller, Inc.'s Hartzell Propeller, Inc. 401(k) Profit Sharing Plan held $68.5M in plan assets for 411 participants in 2024, with Empower as recordkeeper.

Active participants

411

Accounts w/ balance

488

Plan assets (EOY)

$68.5M

Net assets (EOY)

$68.5M

People on this filing

Heidi Hennessey signed Hartzell Propeller, Inc.'s 2024 Form 5500 as plan administrator.

Heidi Hennessey — 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

Hartzell Propeller, Inc.'s EIN is 31-1258121.

EIN 31-1258121

Plan number 003

Plan year 2024

ACK ID 20251001090254NAL0020741922001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hartzell Propeller, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARTZELL PROPELLER, INC..

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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

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

HARTZELL PROPELLER, INC.

EIN

all filings

Address

ONE PROPELLER PLACE · PIQUA, OH · 45356

Phone

(937) 778-4234

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$72K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$15K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

27 direct securities· $68.5M(100% of reported assets)

Mutual Funds

$37.0M

15 holdings

Other securities

$21.3M

8 holdings

Common Collective Trusts

$9.9M

3 holdings

Common Stocks

$360K

1 holding

					% of plan
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$7.7M	11.3%
Vanguard 500 Index Signal Adm Mutual Fund	Common Collective Trusts	—	—	$7.2M	10.5%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$5.5M	8.0%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$5.0M	7.3%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$4.1M	6.0%
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$3.9M	5.7%
JPMorgan Equity Income Fund Class R6 Mutual Fund	Other securities	—	—	$3.9M	5.6%
Great-West Guaranteed Interest Fund Fixed Annity Contract	Other securities	—	—	$3.8M	5.5%
Blackrock Mid-Cap Growth Equity K Mutual Fund	Other securities	—	—	$3.2M	4.7%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$2.7M	3.9%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$2.4M	3.5%
American Funds Europacific Mutual Fund	Mutual Funds	—	—	$2.3M	3.3%
Vanguard Interm Term Bond Index Adm Mutual Fund	Mutual Funds	—	—	$2.0M	3.0%
Vanguard Total Intl Stock Index Adm Mutual Fund	Mutual Funds	—	—	$1.7M	2.4%
Vanguard Explorer Adm Mutual Fund	Mutual Funds	—	—	$1.5M	2.2%
Federated Instl High Yield Bond Mutual Fund	Other securities	—	—	$1.5M	2.1%
with repayment terms of * Notes receivable from participants 1 to 15 years -	Other securities	—	—	$1.4M	2.1%
Vanguard Small Cap Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$1.4M	2.0%
Vanguard Mid Cap Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$1.4M	2.0%
John Hancock Disciplined Value Mid Cap Mutual Fund	Other securities	—	—	$1.3M	1.9%
Metropolitan West Total Return Bond Plan Mutual Fund	Other securities	—	—	$1.2M	1.8%
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$1.2M	1.8%
Vanguard Target Retirement 2020 Mutual Fund	Mutual Funds	—	—	$888K	1.3%
Vanguard Target Retirement Income Mutual Fund	Mutual Funds	—	—	$729K	1.1%
Victory Sycamore Small Company Opp I Mutual Fund	Common Stocks	—	—	$360K	0.5%
Vanguard Inflation Protected Secs Adm Mutual Fund	Mutual Funds	—	—	$285K	0.4%
Vanguard Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$200K	0.3%