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Original filing (PDF)20250820082529NAL0005207536001
HY-TEK MATERIAL HANDLING, LLC
Form 5500
FILING_RECEIVED
HY-TEK MATERIAL HANDLING, LLC 401(K) PLAN
401(k) retirement plan
Active participants
565
Accounts w/ balance
472
Plan assets (EOY)
$48.1M
Net assets (EOY)
$48.1M
How this plan invests
This plan
1 pooled trust
Schedule D
25 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 (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HY-TEK MATERIAL HANDLING, LLC.
Plan sponsor
Name
HY-TEK MATERIAL HANDLING, LLC
EIN
31-1277283
Address
2222 RICKENBACKER PARKWAY W · COLUMBUS, OH · 43217
Phone
(614) 409-8563
Industry
Wholesale Tradesee 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
2025-08-20
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
FLGEL HUBER FLAGEL AND CO
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 | $4K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES | 34-1753575 | — | CONSULTANT | $47K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLAGEL HUBER FLAGEL | 31-0796034 | — | ACCOUNTANT\AUDITOR | $17K | — |
Investments
25 direct securities · 1 pooled fund· $56.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$48.6M
25 holdings
Common Collective Trust
$7.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mellon Stable Value Common/Collective Trust (y) | — | — | — | $7.9M | 16.4% | |
| MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $7.4M | 15.3% | |
| Dodge & Cox Balanced Registered Investment Company (y) | — | — | — | $5.9M | 12.4% | |
| Fidelity 500 Index Registered Investment Company (y) | — | — | — | $4.5M | 9.5% | |
| MS W Large Cap Registered Investment Company (y) | — | — | — | $3.1M | 6.5% | |
| AF Target Date 2025 Registered Investment Company (y) | — | — | — | $3.0M | 6.2% | |
| Dodge & Cox Stock Registered Investment Company (y) | — | — | — | $2.7M | 5.6% | |
| AF Target Date 2030 Registered Investment Company (y) | — | — | — | $2.7M | 5.5% | |
| AF Target Date 2035 Registered Investment Company (y) | — | — | — | $2.4M | 5.1% | |
| AF Target Date 2050 Registered Investment Company (y) | — | — | — | $2.0M | 4.2% | |
| DFA US Targeted Value Registered Investment Company (y) | — | — | — | $1.8M | 3.7% | |
| Metropolitan West Total Return Fund Registered Investment Company (y) | — | — | — | $1.7M | 3.6% | |
| AF Target Date 2045 Registered Investment Company (y) | — | — | — | $1.5M | 3.2% | |
| Vanguard International Value Registered Investment Company (y) | — | — | — | $1.5M | 3.1% | |
| AF Target Date 2040 Registered Investment Company (y) | — | — | — | $1.5M | 3.1% | |
| Artison International Registered Investment Company (y) | — | — | — | $973K | 2.0% | |
| AF Target Date 2055 Registered Investment Company (y) | — | — | — | $967K | 2.0% | |
| WM Blair Small Cap Growth Registered Investment Company (y) | — | — | — | $923K | 1.9% | |
| Pimco Rae Emerging Market Registered Investment Company (y) | — | — | — | $919K | 1.9% | |
| AF Target Date 2065 Registered Investment Company (y) | — | — | — | $798K | 1.7% | |
| AF Target Date 2060 Registered Investment Company (y) | — | — | — | $694K | 1.4% | |
| Participant Loans High: 10.50% 0 | — | — | — | $507K | 1.1% | |
| AF Target Date 2020 Registered Investment Company (y) | — | — | — | $322K | 0.7% | |
| AF Target Date 2010 Registered Investment Company (y) | — | — | — | $81K | 0.2% | |
| AF Target Date 2015 Registered Investment Company (y) | — | — | — | $48K | <0.1% | |
| Fidelity Government Money market (y) | — | — | — | $10K | <0.1% |
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