Linda Chapman signed Heller Machine Tools, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heller Machine Tools, L.P.'s EIN is 36-3451874.
Download the official 2024 Form 5500 (PDF) for Heller Machine Tools, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heller Machine Tools, L.P.'s plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $47K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2060 Fund - Class K | Mutual Funds | — | — | $4.3M | 18.0% | |
| Fidelity Freedom 2040 Fund - Class K | Mutual Funds | — | — | $2.8M | 11.9% | |
| Fidelity Freedom 2030 Fund - Class K | Mutual Funds | — | — | $2.7M | 11.2% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.6M | 10.9% | |
| LARGE CAP GR IV I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $2.4M | 10.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.3M | 5.7% | |
| Fidelity Freedom 2050 Fund - Class K | Mutual Funds | — | — | $1.0M | 4.3% | |
| Fidelity Freedom 2025 Fund - Class K | Mutual Funds | — | — | $929K | 3.9% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $793K | 3.4% | |
| Fidelity Freedom Income Fund - Class K | Mutual Funds | — | — | $694K | 2.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $624K | 2.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $472K | 2.0% | |
| Fidelity Freedom 2065 Fund - Class K | Mutual Funds | — | — | $391K | 1.7% | |
| Fidelity Freedom 2015 Fund - Class K | Mutual Funds | — | — | $380K | 1.6% | |
| Fidelity Freedom 2055 Fund - Class K | Mutual Funds | — | — | $345K | 1.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $338K | 1.4% | |
| Fidelity Freedom 2035 Fund - Class K | Mutual Funds | — | — | $316K | 1.3% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $198K | 0.8% | |
| INTERNATIONAL EQ I1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $186K | 0.8% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $149K | 0.6% | |
| MID CAP VALUE FEE I1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $120K | 0.5% | |
| SMALL CAP VAL II I1 GREAT GRAY TRUST COMPANY · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $112K | 0.5% | |
| CORE PLUS BOND R1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $69K | 0.3% | |
| Fidelity Freedom 2045 Fund - Class K | Mutual Funds | — | — | $66K | 0.3% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $45K | 0.2% | |
| American Beacon American Beacon Global Bond Fund | Other securities | — | — | $28K | 0.1% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $12K | <0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Freedom 2070 Fund - Class K | Mutual Funds | — | — | $3K | <0.1% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| GG EMERGING MKTS I1 GREAT GRAY TRUST COMPANY · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
