Heitech Services, Inc.'s EIN is 52-2197016.
Download the official 2024 Form 5500 (PDF) for Heitech Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heitech Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISOR | $25K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBMARES, LLP | 54-0737372 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Service Company AF 2025 Target Date Retirement R6 Fund | Mutual Funds | — | — | $1.7M | 13.1% | |
| American Funds Service Company AF 2035 Target Date Retirement R6 Fund | Mutual Funds | — | — | $1.6M | 12.4% | |
| American Funds Service Company AF 2045 Target Date Retirement R6 Fund | Mutual Funds | — | — | $1.4M | 10.9% | |
| American Funds Service Company AF 2040 Target Date Retirement R6 Fund | Mutual Funds | — | — | $1.1M | 8.2% | |
| American Funds Service Company AF 2030 Target Date Retirement R6 Fund | Mutual Funds | — | — | $1.0M | 7.9% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $852K | 6.6% | |
| American Funds Service Company AF 2020 Target Date Retirement R6 Fund | Mutual Funds | — | — | $833K | 6.4% | |
| American Funds Service Company AF 2050 Target Date Retirement R6 Fund | Mutual Funds | — | — | $749K | 5.8% | |
| JP Morgan Funds JP Morgan Mid Cap Growth R6 Fund | Other securities | — | — | $592K | 4.6% | |
| American Funds Service Company AF 2055 Target Date Retirement R6 Fund | Mutual Funds | — | — | $385K | 3.0% | |
| American Funds Service Company AF 2015 Target Date Retirement R6 Fund | Mutual Funds | — | — | $351K | 2.7% | |
| American Funds Service Company AF 2060 Target Date Retirement R6 Fund | Mutual Funds | — | — | $291K | 2.2% | |
| Dimensional Fund Advisors DFA Real Estate Secs I fund | Mutual Funds | — | — | $261K | 2.0% | |
| American Funds Service Company AF 2010 Target Date Retirement R6 Fund | Mutual Funds | — | — | $259K | 2.0% | |
| s * Principal Life Insurance Company Principal Mid Cap S&P 400 Index SA-Z | Pooled Separate Accounts | — | — | $249K | 1.9% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $249K | 1.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $243K | 1.9% | |
| JP Morgan Funds JP Morgan Large Cap Growth R6 Fund | Other securities | — | — | $240K | 1.9% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $179K | 1.4% | |
| Participant loans Interest rates from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $115K | 0.9% | |
| Vanguard Group Vanguard Value Index Admiral Fund | Mutual Funds | — | — | $77K | 0.6% | |
| Vanguard Group Vanguard Equity-Income Admiral Fund | Mutual Funds | — | — | $68K | 0.5% | |
| Alliance Bernstein AB Global Bond Z Fund | Other securities | — | — | $61K | 0.5% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $60K | 0.5% | |
| American Funds Service Company AF 2065 Target Date Retirement R6 Fund | Mutual Funds | — | — | $56K | 0.4% | |
| Fidelity Investments Fidelity Intl Cap Appreciation K6 Fund ** 317 Goldman Sachs GS Intl SC Insights R6 Fund | Mutual Funds | — | — | $49K | 0.4% | |
| The American Funds American Funds New World R6 | Mutual Funds | — | — | $49K | 0.4% | |
| Delaware Investments Macquarie Small Cap Core R6 Fund | Other securities | — | — | $15K | 0.1% | |
| American Century Investments American Century Mid-Cap Value R6 | Other securities | — | — | $8K | <0.1% | |
| PIMCO Funds PIMCO Income Institutional Fund | Mutual Funds | — | — | $6K | <0.1% | |
| Dimensional Fund Advisors DFA Inflation Protected Sec I Fund | Mutual Funds | — | — | $5K | <0.1% |
