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Original filing (PDF)20250909133842NAL0020304145001
HELLER MACHINE TOOLS, L.P.
Form 5500
FILING_RECEIVED
HELLER MACHINE TOOLS, L.P. 401(K) PLAN
401(k) retirement plan
Active participants
105
Accounts w/ balance
131
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
12 pooled trusts
Schedule D
29 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 (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELLER MACHINE TOOLS, L.P..
Plan sponsor
Name
HELLER MACHINE TOOLS, L.P.
EIN
36-3451874
Address
1225 EQUITY DRIVE · TROY, MI · 48084
Phone
(248) 658-6600
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
2025-09-09
Pension benefit codes
2G · Total participant-directed accounts
3B · Covers self-employed individuals
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
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 | -$12K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $47K | — |
Investments
19 direct securities · 12 pooled funds· $23.4M(99% 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
$16.9M
19 holdings
Common Collective Trust
$6.5M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2060 Fund - Class K | — | — | — | $4.3M | 18.0% | |
| Fidelity Freedom 2040 Fund - Class K | — | — | — | $2.8M | 11.9% | |
| Fidelity Freedom 2030 Fund - Class K | — | — | — | $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 | — | — | — | $1.3M | 5.7% | |
| Fidelity Freedom 2050 Fund - Class K | — | — | — | $1.0M | 4.3% | |
| Fidelity Freedom 2025 Fund - Class K | — | — | — | $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 | — | — | — | $694K | 2.9% | |
| Fidelity Mid Cap Index Fund | — | — | — | $624K | 2.6% | |
| Fidelity Small Cap Index Fund | — | — | — | $472K | 2.0% | |
| Fidelity Freedom 2065 Fund - Class K | — | — | — | $391K | 1.7% | |
| Fidelity Freedom 2015 Fund - Class K | — | — | — | $380K | 1.6% | |
| Fidelity Freedom 2055 Fund - Class K | — | — | — | $345K | 1.5% | |
| Fidelity International Index Fund | — | — | — | $338K | 1.4% | |
| Fidelity Freedom 2035 Fund - Class K | — | — | — | $316K | 1.3% | |
| PIMCO Income Fund Institutional Class | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $6K | <0.1% | |
| Fidelity Freedom 2070 Fund - Class K | — | — | — | $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% |
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