How big is Handi-FOIL Corporation's plan?

Handi-FOIL Corporation's plan reported $38.2M in assets and 258 participants for 2024.

Original filing (PDF)20251007113609NAL0002625027001

Handi-FOIL Corporation

Name: Handi-FOIL Corporation — Handi-FOIL Corporation, Form 5500 (2024)
Creator: Handi-FOIL Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Handi-FOIL Corporation 401(k) Plan

401(k) retirement plan · Handi-FOIL Corporation's Handi-FOIL Corporation 401(k) Plan held $38.2M in plan assets for 258 participants in 2024, with Fidelity as recordkeeper.

Active participants

258

Accounts w/ balance

329

Plan assets (EOY)

$38.2M

Net assets (EOY)

$38.2M

People on this filing

Peter Perkins signed Handi-FOIL Corporation's 2024 Form 5500 as plan administrator.

Peter Perkins — 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

Handi-FOIL Corporation's EIN is 36-3309158.

EIN 36-3309158

Plan number 002

Plan year 2024

ACK ID 20251007113609NAL0002625027001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Handi-FOIL Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Handi-FOIL Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HANDI-FOIL CORPORATION.

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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

Top-tier plan health

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

HANDI-FOIL CORPORATION

EIN

all filings

Address

135 E HINTZ RD · WHEELING, IL · 60090

Phone

(847) 520-1000

Industry

Manufacturing

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$6K	—

Advisor / Consultant

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.

Mutual Funds

$28.9M

26 holdings

Common Collective Trusts

$7.3M

6 holdings

Other securities

$1.5M

4 holdings

Bonds / Notes

$558K

1 holding

Common Collective Trust

$508K

1 holding

					% of plan
Fidelity Advisors Fidelity 500 Index Fund	Common Collective Trusts	—	—	$4.5M	11.8%
Fidelity Advisors Fidelity Contrafund	Mutual Funds	—	—	$3.7M	9.8%
Fidelity Advisors Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$3.6M	9.5%
Fidelity Advisors Fidelity Freedom 2025 Fund	Mutual Funds	—	—	$3.0M	8.0%
Fidelity Advisors Fidelity Freedom 2030 Fund	Mutual Funds	—	—	$2.7M	6.9%
Fidelity Advisors Fidelity Capital Appreciation Fund	Mutual Funds	—	—	$2.5M	6.6%
Fidelity Advisors Fidelity Freedom 2035 Fund	Mutual Funds	—	—	$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	Mutual Funds	—	—	$1.6M	4.1%
Fidelity Advisors Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$1.5M	4.0%
Fidelity Advisors Fidelity Freedom 2045 Fund	Mutual Funds	—	—	$1.3M	3.3%
Wells Fargo Wells Fargo Advantage Special Mid Cap Value Fund	Other securities	—	—	$1.1M	3.0%
Fidelity Advisors Fidelity Freedom 2040 Fund	Mutual Funds	—	—	$1.1M	2.8%
PIMCO Total Return Fund	Mutual Funds	—	—	$851K	2.2%
Fidelity Advisors Fidelity Freedom 2050 Fund	Mutual Funds	—	—	$803K	2.1%
Fidelity Advisors Fidelity International Discovery Fund	Mutual Funds	—	—	$720K	1.9%
Fidelity Advisors Fidelity Balanced Fund	Mutual Funds	—	—	$686K	1.8%
Fidelity Advisors Fidelity Freedom 2060 Fund	Mutual Funds	—	—	$628K	1.6%
Fidelity Advisors Fidelity Value Fund	Mutual Funds	—	—	$605K	1.6%
Fidelity Advisors Fidelity Strategic Income Fund	Mutual Funds	—	—	$565K	1.5%
Participant loans Participant loans with interest rates from 5.25% to 10.50%	Bonds / Notes	—	—	$558K	1.5%
Fidelity Advisors Fidelity Managed Income Portfolio - Class 1	Mutual Funds	—	—	$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	Mutual Funds	—	—	$502K	1.3%
Fidelity Advisors Fidelity International Index Fund	Common Collective Trusts	—	—	$490K	1.3%
Fidelity Advisors Fidelity Freedom 2065 Fund	Mutual Funds	—	—	$349K	0.9%
Fidelity Advisors Fidelity Extended Market Index Fund	Common Collective Trusts	—	—	$278K	0.7%
Invesco Diversified Dividend Fund R5 Class	Mutual Funds	—	—	$273K	0.7%
Fidelity Advisors Small Cap Index Fund - Premium Class	Common Collective Trusts	—	—	$266K	0.7%
Fidelity Advisors U.S. Bond Index Fund - Premium Class	Common Collective Trusts	—	—	$248K	0.6%
Fidelity Advisors Fidelity Freedom 2015 Fund	Mutual Funds	—	—	$236K	0.6%
Janus Henderson Janus Henderson Triton T Fund	Mutual Funds	—	—	$225K	0.6%
Fidelity Advisors Fidelity Freedom 2020 Fund	Mutual Funds	—	—	$167K	0.4%
Ariel Investments Ariel Fund	Other securities	—	—	$158K	0.4%
Fidelity Advisors Fidelity Freedom 2010 Fund	Mutual Funds	—	—	$116K	0.3%
Columbia Funds Columbia Mid Cap Growth Fund	Other securities	—	—	$103K	0.3%
American Century Investments American Century Inflation Adjusted Bond Fund	Other securities	—	—	$89K	0.2%
Fidelity Advisors Fidelity Freedom Income Fund	Mutual Funds	—	—	$21K	<0.1%
Fidelity Advisors Fidelity Freedom 2070 Fund	Mutual Funds	—	—	$2K	<0.1%