Plan Snapshot
- Plan Sponsor: Heller Machine Tools, L.P.
- Sponsor EIN: 363451874
- Sponsor Address: 1225 EQUITY DRIVE, TROY, MI, 48084
- Plan Type: 401(k)
- Total Participants: 105
- Total Assets: $23.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 105 | $23.7M | $274,320 | $1.2M |
| 2023 | 86 | $23.5M | $239,498 | $1.0M |
| 2022 | 82 | $20.0M | $219,465 | $937,575 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CHERRY BEKAERT LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $36,407 | $47,971 | $300 | — | — |
| 2023 | $34,398 | $42,358 | $300 | — | — |
| 2022 | $32,817 | $645 | — | — | — |