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Original filing (PDF)20250912084048NAL0001155265001
HEWSON & VAN HELLEMONT, P.C.
Form 5500
FILING_RECEIVED
HEWSON & VAN HELLEMONT, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
94
Accounts w/ balance
133
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
How this plan invests
This plan
11 pooled trusts
Schedule D
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEWSON & VAN HELLEMONT, P.C..
Plan sponsor
Name
HEWSON & VAN HELLEMONT, P.C.
EIN
38-2964195
Address
26300 NORTHWESTERN HIGHWAY · SUITE 300 · SOUTHFIELD, MI · 48076
Phone
(248) 268-5200
Industry
Law Offices· Professional & Technical Servicessee 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
2025-09-12
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Auditor
WEINLANDER FITZHUGH
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ASSOCIATES INCORPORATED | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSRUANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $49K | — |
| MICHIGAN BENEFIT CONSULTING, INC. | 38-3220894 | — | TPA SERVICES | $0 | — |
Investments
19 direct securities · 11 pooled funds· $13.7M(97% 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.
Common Collective Trust
$10.0M
11 holdings
Uncategorized
$3.7M
19 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HY 2050 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $2.6M | 18.1% | |
| PRIN LIFETIME HY 2045 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.9M | 13.5% | |
| PRIN LIFETIME HY 2040 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.9M | 13.2% | |
| PRIN LIFETIME HY 2035 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.5M | 10.6% | |
| PRIN LIFETIME HY 2055 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $932K | 6.6% | |
| Principal Funds Inc LargeCap S&P 500 Idx Inst Fund | — | — | — | $813K | 5.7% | |
| PRIN LIFETIME HY 2030 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $577K | 4.1% | |
| MFS Investment Management MFS Growth R6 Fund | — | — | — | $421K | 3.0% | |
| Principal Funds Inc SmallCap S&P 600 Index R6 Fund | — | — | — | $292K | 2.1% | |
| JP Morgan Funds JP Morgan Equity Income R6 Fd | — | — | — | $286K | 2.0% | |
| Principal Funds Inc Capital Appreciation Inst Fund | — | — | — | $265K | 1.9% | |
| Guaranteed Investment Fund * Principal Life Insurance Company Guaranteed Investment Option**** | — | — | — | $259K | 1.8% | |
| PRIN LIFEIME HY 2060 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $257K | 1.8% | |
| PRIN LIFETIME HY 2025 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $236K | 1.7% | |
| Principal Funds Inc Intl Equity Index R6 Fund | — | — | — | $218K | 1.5% | |
| Janus International Holding, LLC JanusHenderson Triton N | — | — | — | $215K | 1.5% | |
| Principal Funds Inc MidCap S&P 400 Index R6 Fund | — | — | — | $185K | 1.3% | |
| American Funds American Funds NewPrsp R6 Fnd | — | — | — | $149K | 1.1% | |
| Principal Funds Inc SmallCap Value Il R6 Fund | — | — | — | $146K | 1.0% | |
| Principal Funds Inc MidCap Value I R6 Fund | — | — | — | $132K | 0.9% | |
| Notes receivable from participants Participant Loans | — | — | — | $99K | 0.7% | |
| MFS Investment Management MFS Mid-Cap Growth R6 Fund | — | — | — | $92K | 0.6% | |
| American Funds American Funds EuroPacific Growth R6 Fnd | — | — | — | $87K | 0.6% | |
| PRIN LIFETIME HY 2020 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $68K | 0.5% | |
| Principal Funds Inc Bond Market Index Inst Fund | — | — | — | $41K | 0.3% | |
| PRIN LIFETIME HY 2065 CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $39K | 0.3% | |
| PIMCO Funds PIMCO Income Institutional Fd | — | — | — | $33K | 0.2% | |
| PGIM Investments PGIM Total Ret Bond R6 Fd | — | — | — | $11K | <0.1% | |
| PRIN LIFETIME HY INC CIT Z55 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $8K | <0.1% | |
| Alliance Bernstein AB Global Bond Z Fund | — | — | — | $2K | <0.1% |