Heller Machine Tools, L.p. 401(k) Plan: Login, Facts & Contact Information

Heller Machine Tools, L.p. 401(k) Plan Facts

Plan name
HELLER MACHINE TOOLS, L.P. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HELLER MACHINE TOOLS, L.P.
Participants
118 (105 active employees)
Former employees with a balance
32
Plan assets
$23,677,851 at Dec 31, 2024
Average account balance
$180,747 across 131 accounts
Employer contributions
$274,320 in plan year 2024 (19% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1989
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.43 million went into the plan in contributions, $274,320 of it from the employer (19%).
  • $4.08 million was paid out to participants.
  • Investment and other income added $2.83 million.
  • Administrative expenses were $36,407, about $278 per account.

How the Heller Machine Tools, L.p. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019125$20.7 million$281,276$1.46 million
2020119$21.4 million$245,475$3.61 million
2021123$23.1 million$239,222$2.12 million
2022110$20.0 million$219,465$736,221
2023116$23.5 million$239,498$940,339
2024118$23.7 million$274,320$4.08 million

Heller Machine Tools, L.p. 401(k) Contact Information

Phone
248-658-6600
Mailing address
1225 EQUITY DRIVE, TROY MI 48084
Plan sponsor
HELLER MACHINE TOOLS, L.P.
Employer identification number (EIN)
36-3451874
Plan number
001

Questions about the Heller Machine Tools, L.p. 401(k)

Does Heller Machine Tools, L.p contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $274,320, 19% of all contributions.

Does the Heller Machine Tools, L.p 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Heller Machine Tools, L.p 401(k) plan?

118 participants at the start of plan year 2024, 105 of them active employees, and 32 former employees who still had money in the plan.

What is the average 401(k) balance at Heller Machine Tools, L.p?

About $180,747 per account: $23.7 million in plan assets across 131 accounts with a balance at the end of plan year 2024.

Who manages the Heller Machine Tools, L.p 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Heller Machine Tools, L.p. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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