Carlos Macau signed Heico Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heico Corporation's EIN is 65-0341002.
Download the official 2024 Form 5500 (PDF) for Heico Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Heico Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $292K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| HEICO Corporation Common Stock Common Stock | Common Stocks | — | $46.4M | $320.8M | 31.6% | |
| HEICO Corporation Class A Common Stock Common Stock | Common Stocks | — | $37.4M | $238.3M | 23.5% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $50.7M | 5.0% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $45.8M | 4.5% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $36.4M | 3.6% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $34.5M | 3.4% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $29.0M | 2.9% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $28.6M | 2.8% | |
| T. Rowe Price Mid-Cap Growth Fund Advisor Class Mutual Fund | Other securities | — | — | $28.4M | 2.8% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $27.7M | 2.7% | |
| Galliard Stable Return Fund M Collective Investment Fund | Common Collective Trusts | — | — | $19.4M | 1.9% | |
| GALLIARD STBLE RTN M SEI TRUST COMPANY · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $19.4M | 1.9% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $18.8M | 1.8% | |
| American Funds American Balanced Fund Class R-4 Mutual Fund | Mutual Funds | — | — | $13.4M | 1.3% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $11.2M | 1.1% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $10.7M | 1.1% | |
| Vanguard Growth and Income Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $10.6M | 1.0% | |
| American Funds New Perspective Fund Class R-5 Mutual Fund | Mutual Funds | — | — | $9.3M | 0.9% | |
| BlackRock High Yield Portfolio Institutional Shares Mutual Fund | Other securities | — | — | $7.9M | 0.8% | |
| American Funds EuroPacific Growth Fund Class R-4 Mutual Fund | Mutual Funds | — | — | $6.8M | 0.7% | |
| Pioneer Bond Fund Class Y Mutual Fund | Other securities | — | — | $6.8M | 0.7% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $6.7M | 0.7% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.5M | 0.5% | |
| Allspring Special Mid Cap Value Fund - Class R6 Mutual Fund | Other securities | — | — | $5.0M | 0.5% | |
| 9.50% — | Bonds / Notes | — | — | $4.8M | 0.5% | |
| Fidelity Low-Priced Stock K6 Fund Mutual Fund | Mutual Funds | — | — | $4.2M | 0.4% | |
| Fidelity Small Cap Value Fund Mutual Fund | Mutual Funds | — | — | $4.1M | 0.4% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.0M | 0.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.4M | 0.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.3M | 0.3% | |
| Putnam Large Cap Value Trust Class IA Collective Investment Trust | Common Collective Trusts | — | — | $3.0M | 0.3% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $3.0M | 0.3% | |
| Vanguard GNMA Fund Admiral Shares Mutual Fund | Agency / Mortgage-Backed | — | — | $2.6M | 0.3% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.6M | 0.2% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.2M | 0.1% | |
| Invesco Discovery Fund Class R6 Mutual Fund | Mutual Funds | — | — | $350K | <0.1% | |
| Fidelity Government Cash Reserves Money Market Mutual Fund | Mutual Funds | — | $164K | $164K | <0.1% | |
| Cohen & Steers Realty Shares Fund Class Z Mutual Fund | Other securities | — | — | $152K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $140K | <0.1% |
