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Original filing (PDF)20251011105140NAL0013815104001
HEITECH SERVICES, INC.
Form 5500
FILING_RECEIVED
HEITECH SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
195
Accounts w/ balance
347
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
3 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)
89
/ 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
80
Participation health
100
Knocking points off
- 58 bps in Schedule C fees — 101% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEITECH SERVICES, INC..
Plan sponsor
Name
HEITECH SERVICES, INC.
EIN
52-2197016
Address
8400 CORPORATE DRIVE · SUITE 500 · LANDOVER, MD · 207852294
Phone
(301) 918-9500
Industry
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
2025-10-11
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)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISOR | $25K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $50K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBMARES, LLP | 54-0737372 | — | OTHER SERVICES | $0 | — |
Investments
28 direct securities · 3 pooled funds· $13.1M(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
$11.9M
26 holdings
Pooled Separate Account
$492K
2 holdings
Mutual Funds
$259K
1 holding
Pooled Separate Accounts
$249K
1 holding
Common Collective Trust
$179K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Service Company AF 2025 Target Date Retirement R6 Fund | — | — | — | $1.7M | 13.1% | |
| American Funds Service Company AF 2035 Target Date Retirement R6 Fund | — | — | — | $1.6M | 12.4% | |
| American Funds Service Company AF 2045 Target Date Retirement R6 Fund | — | — | — | $1.4M | 10.9% | |
| American Funds Service Company AF 2040 Target Date Retirement R6 Fund | — | — | — | $1.1M | 8.2% | |
| American Funds Service Company AF 2030 Target Date Retirement R6 Fund | — | — | — | $1.0M | 7.9% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $852K | 6.6% | |
| American Funds Service Company AF 2020 Target Date Retirement R6 Fund | — | — | — | $833K | 6.4% | |
| American Funds Service Company AF 2050 Target Date Retirement R6 Fund | — | — | — | $749K | 5.8% | |
| JP Morgan Funds JP Morgan Mid Cap Growth R6 Fund | — | — | — | $592K | 4.6% | |
| American Funds Service Company AF 2055 Target Date Retirement R6 Fund | — | — | — | $385K | 3.0% | |
| American Funds Service Company AF 2015 Target Date Retirement R6 Fund | — | — | — | $351K | 2.7% | |
| American Funds Service Company AF 2060 Target Date Retirement R6 Fund | — | — | — | $291K | 2.2% | |
| Dimensional Fund Advisors DFA Real Estate Secs I fund | — | — | — | $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 | — | — | — | $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 - | — | — | — | $115K | 0.9% | |
| Vanguard Group Vanguard Value Index Admiral Fund | — | — | — | $77K | 0.6% | |
| Vanguard Group Vanguard Equity-Income Admiral Fund | — | — | — | $68K | 0.5% | |
| Alliance Bernstein AB Global Bond Z Fund | — | — | — | $61K | 0.5% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $60K | 0.5% | |
| American Funds Service Company AF 2065 Target Date Retirement R6 Fund | — | — | — | $56K | 0.4% | |
| Fidelity Investments Fidelity Intl Cap Appreciation K6 Fund ** 317 Goldman Sachs GS Intl SC Insights R6 Fund | — | — | — | $49K | 0.4% | |
| The American Funds American Funds New World R6 | — | — | — | $49K | 0.4% | |
| Delaware Investments Macquarie Small Cap Core R6 Fund | — | — | — | $15K | 0.1% | |
| American Century Investments American Century Mid-Cap Value R6 | — | — | — | $8K | <0.1% | |
| PIMCO Funds PIMCO Income Institutional Fund | — | — | — | $6K | <0.1% | |
| Dimensional Fund Advisors DFA Inflation Protected Sec I Fund | — | — | — | $5K | <0.1% |
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