Heller Machine Tools, L.P. 401(k) Plan
Sponsored by Heller Machine Tools, L.P. · EIN 363451874 · Plan #001 · Troy, MI
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 105
- With balances
- 131
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Investment Services Llc | Investment advisory (plan) | $47,003 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$11,564 |