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Original filing (PDF)20251101193459NAL0007497136001
HILITE INTERNATIONAL
Form 5500
FILING_RECEIVED
HILITE 401(K) RETIREMENT & SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
282
Accounts w/ balance
622
Plan assets (EOY)
$30.1M
Net assets (EOY)
$30.1M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HILITE INTERNATIONAL.
Plan sponsor
Name
HILITE INTERNATIONAL
EIN
75-2147742
Address
2001 PEACH STREET · WHITEHALL, MI · 49461
Phone
(231) 894-3200
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
2025-11-01
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA.LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $66K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | NONE | $19K | — |
| SIKICH CPA LLC | 54-1172176 | — | NONE | $11K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $138 | — |
Investments
29 direct securities · 1 pooled fund· $30.3M(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
$27.5M
28 holdings
Pooled Separate Account
$2.6M
1 holding
Mutual Funds
$141K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Service Co. American Funds Target 2035 R6 | — | — | — | $5.7M | 19.1% | |
| American Funds Service Co. American Funds Target 2030 R6 | — | — | — | $4.1M | 13.5% | |
| American Funds Service Co. American Funds Target 2040 R6 | — | — | — | $3.4M | 11.4% | |
| American Funds Service Co. American Funds Target 2025 R6 | — | — | — | $3.2M | 10.6% | |
| PSA NO. 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $2.6M | 8.7% | |
| American Funds Service Co. American Funds Target 2045 R6 | — | — | — | $1.9M | 6.4% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $1.5M | 4.9% | |
| American Funds Service Co. American Funds Target 2055 R6 | — | — | — | $1.3M | 4.4% | |
| American Funds Service Co. American Funds Target 2050 R6 | — | — | — | $1.1M | 3.8% | |
| JP Morgan Funds JP Morgan Large Cap Growth R6 | — | — | — | $733K | 2.4% | |
| American Funds Service Co. American Funds Target 2060 R6 | — | — | — | $665K | 2.2% | |
| Participant loans Interest rates from 3.25% to 8.50% - 0 - | — | — | — | $558K | 1.9% | |
| American Funds Service Co. American Funds Target 2020 R6 | — | — | — | $447K | 1.5% | |
| Self-Directed Brokerage Accounts * Charles Schwab Personal Choice Retirement Account | — | — | — | $399K | 1.3% | |
| American Funds Service Co. American Funds Target 2065 R6 | — | — | — | $372K | 1.2% | |
| American Funds Service Co. American Funds American Balanced R6 | — | — | — | $294K | 1.0% | |
| Transamerica International Equity | — | — | — | $224K | 0.7% | |
| Amundi US Pioneer Bond Y | — | — | — | $223K | 0.7% | |
| Vanguard Group Vanguard Equity Income Admiral | — | — | — | $216K | 0.7% | |
| SCH TREAS INFL PRO SECS IDX Registered Investment Company | — | — | — | $202K | 0.7% | |
| Charles Schwab Treasury Inflation Protected Securities Index | — | — | — | $202K | 0.7% | |
| American Funds Service Co. American Funds New World R6 | — | — | — | $182K | 0.6% | |
| Fidelity Investments Fidelity Mid Cap Index | — | — | — | $148K | 0.5% | |
| Carillon Family of Funds Carillon Eagle Mid Cap Growth R6 | — | — | — | $143K | 0.5% | |
| AMCENT MID CAP VALUE R6 Registered Investment Company | Mutual Funds | — | — | $141K | 0.5% | |
| JP Morgan Funds JP Morgan Small Cap Growth R6 | — | — | — | $72K | 0.2% | |
| Fidelity Investments Fidelity Small Cap Value Index | — | — | — | $70K | 0.2% | |
| Cromwell Funds Cromwell Center Square Real Estate | — | — | — | $34K | 0.1% | |
| Fidelity Investments Fidelity Small Cap Index | — | — | — | $31K | 0.1% | |
| American Funds Service Co. American Funds Target 2015 R6 | — | — | — | $20K | <0.1% |