Original filing (PDF)20251006123743NAL0006450352001

HI-LEX

Name: HI-LEX — HI-LEX EMPLOYEES RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: HI-LEX

Form 5500

FILING_RECEIVED

HI-LEX EMPLOYEES RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

1,085

Accounts w/ balance

1,254

Plan assets (EOY)

$69.5M

Net assets (EOY)

$69.5M

How this plan invests

This plan

2 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HI-LEX.

Plan sponsor

Name

HI-LEX

EIN

38-2072086

Address

152 SIMPSON DRIVE · LITCHFIELD, MI · 492529601

Phone

(248) 221-9473

Industry

Manufacturingsee 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

2025-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$117K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	DES MOINES, IA	INVESTMENT ADVISOR	$45K	—

Other

Name	EIN	Location	Relation

Investments

2 pooled funds· $720K(1% 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.

Investment	Type	Current value	% of plan
PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027	Pooled Separate Account	$720K	1.0%
PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078	Pooled Separate Account	$0	<0.1%

Related plans

Other plans using EMPOWER ANNUITY INSURANCE COMPANY O

EDWARD D. JONES & CO., L.P.

EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN

$12.4B · 50,491 participants

3M COMPANY

3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN

$10.6B · 21,780 participants

THE NEW YORK-PRESBYTERIAN HOSPITAL

THE RETIREMENT SAVINGS PLAN

$4.8B · 50,152 participants

BAYLOR SCOTT & WHITE HOLDINGS

BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN

$4.7B · 46,788 participants

HEALTH CARE SERVICE CORPORATION

THE 401K PLAN