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Original filing (PDF)20251007113609NAL0002625027001
HANDI-FOIL CORPORATION
Form 5500
FILING_RECEIVED
HANDI-FOIL CORPORATION 401(K) PLAN
401(k) retirement plan
Active participants
258
Accounts w/ balance
329
Plan assets (EOY)
$38.2M
Net assets (EOY)
$38.2M
How this plan invests
This plan
1 pooled trust
Schedule D
37 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 (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HANDI-FOIL CORPORATION.
Plan sponsor
Name
HANDI-FOIL CORPORATION
EIN
36-3309158
Address
135 E HINTZ RD · WHEELING, IL · 60090
Phone
(847) 520-1000
Industry
Manufacturingsee 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
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
OSTROW REISIN BERK & ABRAMS LTD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $13K | — |
Investments
37 direct securities · 1 pooled fund· $38.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$38.2M
37 holdings
Common Collective Trust
$508K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisors Fidelity 500 Index Fund | — | — | — | $4.5M | 11.8% | |
| Fidelity Advisors Fidelity Contrafund | — | — | — | $3.7M | 9.8% | |
| Fidelity Advisors Fidelity Blue Chip Growth Fund | — | — | — | $3.6M | 9.5% | |
| Fidelity Advisors Fidelity Freedom 2025 Fund | — | — | — | $3.0M | 8.0% | |
| Fidelity Advisors Fidelity Freedom 2030 Fund | — | — | — | $2.7M | 6.9% | |
| Fidelity Advisors Fidelity Capital Appreciation Fund | — | — | — | $2.5M | 6.6% | |
| Fidelity Advisors Fidelity Freedom 2035 Fund | — | — | — | $2.1M | 5.5% | |
| Participant-directed profit-sharing and 401(k) investments: (continued) Mutual funds: (continued) * Fidelity Advisors Fidelity Government Money Market Fund Daily Money Class | — | — | — | $1.6M | 4.1% | |
| Fidelity Advisors Fidelity Total Market Index Fund | — | — | — | $1.5M | 4.0% | |
| Fidelity Advisors Fidelity Freedom 2045 Fund | — | — | — | $1.3M | 3.3% | |
| Wells Fargo Wells Fargo Advantage Special Mid Cap Value Fund | — | — | — | $1.1M | 3.0% | |
| Fidelity Advisors Fidelity Freedom 2040 Fund | — | — | — | $1.1M | 2.8% | |
| PIMCO Total Return Fund | — | — | — | $851K | 2.2% | |
| Fidelity Advisors Fidelity Freedom 2050 Fund | — | — | — | $803K | 2.1% | |
| Fidelity Advisors Fidelity International Discovery Fund | — | — | — | $720K | 1.9% | |
| Fidelity Advisors Fidelity Balanced Fund | — | — | — | $686K | 1.8% | |
| Fidelity Advisors Fidelity Freedom 2060 Fund | — | — | — | $628K | 1.6% | |
| Fidelity Advisors Fidelity Value Fund | — | — | — | $605K | 1.6% | |
| Fidelity Advisors Fidelity Strategic Income Fund | — | — | — | $565K | 1.5% | |
| Participant loans Participant loans with interest rates from 5.25% to 10.50% | — | — | — | $558K | 1.5% | |
| Fidelity Advisors Fidelity Managed Income Portfolio - Class 1 | — | — | — | $541K | 1.4% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $508K | 1.3% | |
| Fidelity Advisors Fidelity Freedom 2055 Fund | — | — | — | $502K | 1.3% | |
| Fidelity Advisors Fidelity International Index Fund | — | — | — | $490K | 1.3% | |
| Fidelity Advisors Fidelity Freedom 2065 Fund | — | — | — | $349K | 0.9% | |
| Fidelity Advisors Fidelity Extended Market Index Fund | — | — | — | $278K | 0.7% | |
| Invesco Diversified Dividend Fund R5 Class | — | — | — | $273K | 0.7% | |
| Fidelity Advisors Small Cap Index Fund - Premium Class | — | — | — | $266K | 0.7% | |
| Fidelity Advisors U.S. Bond Index Fund - Premium Class | — | — | — | $248K | 0.6% | |
| Fidelity Advisors Fidelity Freedom 2015 Fund | — | — | — | $236K | 0.6% | |
| Janus Henderson Janus Henderson Triton T Fund | — | — | — | $225K | 0.6% | |
| Fidelity Advisors Fidelity Freedom 2020 Fund | — | — | — | $167K | 0.4% | |
| Ariel Investments Ariel Fund | — | — | — | $158K | 0.4% | |
| Fidelity Advisors Fidelity Freedom 2010 Fund | — | — | — | $116K | 0.3% | |
| Columbia Funds Columbia Mid Cap Growth Fund | — | — | — | $103K | 0.3% | |
| American Century Investments American Century Inflation Adjusted Bond Fund | — | — | — | $89K | 0.2% | |
| Fidelity Advisors Fidelity Freedom Income Fund | — | — | — | $21K | <0.1% | |
| Fidelity Advisors Fidelity Freedom 2070 Fund | — | — | — | $2K | <0.1% |
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