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Original filing (PDF)20251016120328NAL0012645538001
HELLERMANNTYTON CORPORATION
Form 5500
FILING_RECEIVED
HELLERMANNTYTON CORPORATION 401(K) RETIREMENT AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
785
Accounts w/ balance
987
Plan assets (EOY)
$100.5M
Net assets (EOY)
$100.5M
How this plan invests
This plan
16 pooled trusts
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 72% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HELLERMANNTYTON CORPORATION.
Plan sponsor
Name
HELLERMANNTYTON CORPORATION
EIN
39-1154824
Address
7930 NORTH FAULKNER ROAD · MILWAUKEE, WI · 53224
Phone
(414) 355-1130
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
2025-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $85K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $40K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | — | NEW CASTLE, PA | AUDITOR | $35K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
Investments
17 direct securities · 16 pooled funds· $99.4M(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
$52.9M
16 holdings
Common Collective Trust
$41.5M
16 holdings
Mutual Funds
$5.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $19.9M | 19.8% | |
| Vanguard RUSSELL 1000 GROWTH INDEX I N/R | — | — | — | $12.7M | 12.7% | |
| FRS PUTNAM LARGE CAP VALUE FUND CLA GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $8.4M | 8.3% | |
| Vanguard 500 INDEX ADMIRAL N/R | — | — | — | $6.4M | 6.3% | |
| MFS INTERNATIONAL INTRINSIC VALUE R6 N/R | — | — | — | $5.3M | 5.3% | |
| American Funds AMERICAN FUNDS EUROPACIFIC GR R6 N/R | Mutual Funds | — | — | $5.1M | 5.0% | |
| Eaton Vance EATON VANCE ATLANTA CAPITAL SMID-CAP R6 N/R | — | — | — | $4.9M | 4.8% | |
| Victory SYCAMORE ESTABLISHED VALUE R6 N/R | — | — | — | $4.7M | 4.7% | |
| Alger Capital ALGER CAPITAL APPRECIATION INSTL Y N/R | — | — | — | $3.4M | 3.4% | |
| T Rowe T ROWE PRICE CAPITAL APPRECIATION I N/R | — | — | — | $2.8M | 2.8% | |
| T ROWE PRICE RET BLEND SEL TR 2055 AST WILMINGTON TRUST · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $2.0M | 2.0% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $2.0M | 2.0% | |
| JP Morgan JPMORGAN EQUITY INCOME R6 N/R | — | — | — | $1.9M | 1.9% | |
| JP Morgan JPMORGAN MID CAP GROWTH R6 N/R | — | — | — | $1.8M | 1.8% | |
| T ROWE PRICE RET BLEND SEL TR 2045 AST WILMINGTON TRUST · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $1.8M | 1.7% | |
| JP Morgan UNDISCOVERED MGRS BEHAVIORAL VALUE R6 N/R | — | — | — | $1.7M | 1.7% | |
| Vanguard MID CAP INDEX ADM N/R | — | — | — | $1.7M | 1.7% | |
| T ROWE PRICE RET BLEND SEL TR 2030 AST WILMINGTON TRUST · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $1.6M | 1.6% | |
| T ROWE PRICE RET BLEND SEL TR 2025 AST WILMINGTON TRUST · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $1.6M | 1.6% | |
| Vanguard SMALL CAP INDEX ADM N/R | — | — | — | $1.5M | 1.5% | |
| T ROWE PRICE RET BLEND SEL TR 2050 AST WILMINGTON TRUST · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $1.5M | 1.5% | |
| T ROWE PRICE RET BLEND SEL TR 2040 AST WILMINGTON TRUST · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $1.4M | 1.4% | |
| T ROWE PRICE RET BLEND SEL TR 2035 AST WILMINGTON TRUST · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $1.2M | 1.2% | |
| Clearbridge SMALL CAP GROWTH IS N/R | — | — | — | $992K | 1.0% | |
| T ROWE PRICE RET BLEND SEL TR 2060 AST WILMINGTON TRUST · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $973K | 1.0% | |
| DFA EMERGING MARKETS CORE EQUITY I N/R | — | — | — | $744K | 0.7% | |
| T ROWE PRICE RET BLEND SEL TR 2065 AST WILMINGTON TRUST · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $486K | 0.5% | |
| GREAT GRAY FIDELITY INST AM CR PLUS GREAT GRAY · EIN 38-7275326 / PN 001 | Common Collective Trust | — | — | $405K | 0.4% | |
| Dreyfus FORFEITURE HOLDING ACCOUNT N/R | — | — | — | $281K | 0.3% | |
| T ROWE PRICE RET BLEND SEL TR 2020 AST WILMINGTON TRUST · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $136K | 0.1% | |
| T ROWE PRICE RET BLEND SEL TR 2010 AST WILMINGTON TRUST · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $100K | <0.1% | |
| T ROWE PRICE RET BLEND SEL TR 2015 AST WILMINGTON TRUST · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $37K | <0.1% | |
| T ROWE PRICE RET BLEND SEL TR 2005 GREAT GRAY · EIN 38-7264569 / PN 733 | Common Collective Trust | — | — | $22K | <0.1% |