Original filing (PDF)20251014134049NAL0004123584001

HI-TECH MOLD & ENGINEERING, INC.

Name: HI-TECH MOLD & ENGINEERING, INC. — SCHULTE CONTROLLED GROUP RETIREMENT PLAN, Form 5500 (2024)
Creator: HI-TECH MOLD & ENGINEERING, INC.

Form 5500

FILING_RECEIVED

SCHULTE CONTROLLED GROUP RETIREMENT PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

515

Accounts w/ balance

647

Plan assets (EOY)

$35.7M

Net assets (EOY)

$35.7M

How this plan invests

This plan

2 pooled trusts

Schedule D

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

No recordkeeper disclosed on Schedule C.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HI-TECH MOLD & ENGINEERING, INC..

Plan sponsor

Name

HI-TECH MOLD & ENGINEERING, INC.

EIN

38-2684139

Address

2775 COMMERCE DRIVE · ROCHESTER HILLS, MI · 48309

Phone

(248) 852-6600

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

2025-10-14

Pension benefit codes

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

UHY LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
INTEGRATED INVESTMENT CONSULTANTS	47-4077557	—	ADVISOR	$49K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY WORKPLACE SERVICES LLC	04-3532603	—	PLAN ADMINISTRATOR	$63K	—

Investments

33 direct securities · 2 pooled funds· $36.2M(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

$35.1M

33 holdings

Common Collective Trust

$1.1M

2 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
Party Identify of issuer, Description of investment including in borrower, lessor maturity date, rate of interest, Interest of similar party collateral, par or maturity value Current Value * Fidelity Management Trust Co. Fidelity Freedom Index 2040 Fund Investor Class	—	—	—	$6.8M	19.2%
Fidelity Management Trust Co. Fidelity Freedom Index 2030 Fund Investor Class	—	—	—	$5.1M	14.4%
Fidelity Management Trust Co. Fidelity Freedom Index 2035 Fund Investor Class	—	—	—	$5.0M	14.0%
Fidelity Management Trust Co. Fidelity Freedom Index 2025 Fund Investor Class	—	—	—	$1.8M	5.2%
Fidelity Management Trust Co. Fidelity Freedom Index 2045 Fund Investor Class	—	—	—	$1.7M	4.8%
Fidelity Management Trust Co. Fidelity Freedom Index 2020 Fund Investor Class	—	—	—	$1.7M	4.7%
Fidelity Management Trust Co. Fidelity Freedom Index 2050 Fund Investor Class	—	—	—	$1.6M	4.4%
Fidelity Management Trust Co. Fidelity Brokerage Link Account	—	—	—	$1.5M	4.1%
Fidelity Management Trust Co. Fidelity Freedom Index 2055 Fund Investor Class	—	—	—	$1.3M	3.8%
J.P. Morgan JP Morgan Equity Index	—	—	—	$1.2M	3.3%
Participant loans Maturing at various dates, with interest rates from 6.25% - 11.50%	—	—	—	$1.1M	3.2%
Fidelity Management Trust Co. Fidelity Freedom Index 2015 Fund Investor Class	—	—	—	$877K	2.5%
Fidelity Management Trust Co. Fidelity Freedom Index 2060 Fund Investor Class	—	—	—	$836K	2.3%
Fidelity Management Trust Co. Fidelity Government Money Market	—	—	—	$597K	1.7%
Fidelity Management Trust Co. Fidelity Advisors Stable Value	—	—	—	$563K	1.6%
LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001	Common Collective Trust	—	—	$561K	1.6%
Fidelity Management Trust Co. Fidelity Freedom Index 2065 Fund Investor Class	—	—	—	$547K	1.5%
J.P. Morgan JPMorgan Equity Income Fund Class R6	—	—	—	$533K	1.5%
FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	—	—	$525K	1.5%
Fidelity Management Trust Co. Fidelity Mid Cap Index Fund	—	—	—	$394K	1.1%
iShares Core U.S. Aggregate Bond ETF	—	—	—	$310K	0.9%
Fidelity Management Trust Co. Fidelity Mid Cap Growth Index Fund	—	—	—	$287K	0.8%
Federated Hermes Federated Hermes MDT Small Cap Growth Fund R6	—	—	—	$175K	0.5%
Amundi Asset Management Pioneer High Yield Y	—	—	—	$167K	0.5%
Fidelity Management Trust Co. Fidelity Mid Cap Growth Index	—	—	—	$162K	0.5%
Fidelity Management Trust Co. Fidelity Small Cap Index Fund	—	—	—	$149K	0.4%
Fidelity Management Trust Co. Fidelity Advisor Small Cap Value Fund - Class Z	—	—	—	$137K	0.4%
MFS Investments MFS Research International R6	—	—	—	$126K	0.4%
BlackRock 40/60 Target Allocation Fund Class	—	—	—	$96K	0.3%
Fidelity Management Trust Co. Fidelity Freedom Index 2010 Fund Investor Class	—	—	—	$88K	0.2%
MFS Investments MFS Mid Cap Value R6	—	—	—	$81K	0.2%
MFS Investments MFS International New Discovery R6	—	—	—	$39K	0.1%
Capital Group American Century Government Bond Fund R5	—	—	—	$37K	0.1%
Fidelity Management Trust Co. Fidelity Emerging Markets Idx	—	—	—	$32K	<0.1%
Fidelity Management Trust Co. Fidelity Freedom Index 2070 Fund Investor Class	—	—	—	$3K	<0.1%