Retirement plan

EMPLOYEE'S RETIREMENT PLAN OF HELLA USA

Name: HELLA CORPORATE CENTER USA, INC. - EMPLOYEE'S RETIREMENT PLAN OF HELLA USA (2024) Form 5500
Creator: HELLA CORPORATE CENTER USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE'S RETIREMENT PLAN OF HELLA USA, HELLA CORPORATE CENTER USA, INC.

HELLA CORPORATE CENTER USA, INC.EIN 37-1048208Plan #004PY 2024

15951 TECHNOLOGY DRIVE - NORTHVILLE, MI 48168734-414-0920

Prospect flagsLow returnsFailed to transmit contributions

Top hat statement on fileNQDC

Filed November 4, 2016 (most recent of 2 filings on file)

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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How to read this page

Total assets (EOY)

$88.5M

+5.9% from 2023

Total participants

1,027

+1.7% from 2023

Average account balance

$88,174

+2.7% from 2023

Annual return

10.32%

-3.65 pp from 2023

Benchmarks

See 1,035 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort1,035 peers

Snapshot2024

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$88.53M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$88K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,004

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.06M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.32%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$170

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 1585 BROADWAY · NEW YORK, NY 10036	Advisory (Plan)	$67,407
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$61,854
GALLAGHER FIDUCIARY ADVISORS, LLC1 year Filed as: GALLAGHER BENEFIT SERVICES INC DBA Service code 27 1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114	Advisory (Plan)	$17,500
ATLAS CPAS & ADVISORS PLLC1 year Service code 10 455 E PIKES PEAK AVE STE 305 · COLORADO SPRINGS, CO 80903	Accounting	$12,458
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$10,964

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3F3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$170K

$236 / participant

Recordkeeping$62K36.3%
Investment mgmt$96K56.3%
Other / not subdivided$12K7.3%

% of EOY assets

0.192%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: ATLAS CPAS AND ADVISORS PLLC
Auditor EIN: 464296959
Audit fees: $12,458
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,174

$65,908+33.8%

$81,812+7.8%

$77,643+13.6%

Participation rate

96.8%

65.8%+31.0pp

72.3%+24.5pp

70.6%+26.2pp

Annual return

10.32%

26.64%-16.3pp

773.79%-763.5pp

31.24%-20.9pp

Employer contribution / active EE

$3,420

$2,370+44.3%

$2,912+17.4%

$2,726+25.5%

Participant deferral / active EE

$6,354

$3,505+81.3%

$4,319+47.1%

$4,647+36.7%

Admin fee / account holder

$170

$526-67.8%

$7,386-97.7%

$430-60.6%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY3 years

Filed as: MORGAN STANLEY

Service code 27

1585 BROADWAY · NEW YORK, NY 10036

Advisory (Plan)

$67,407

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$61,854

GALLAGHER FIDUCIARY ADVISORS, LLC1 year

Filed as: GALLAGHER BENEFIT SERVICES INC DBA

Service code 27

1100 SUPERIOR AVE STE 1700 · CLEVELAND, OH 44114

Advisory (Plan)

$17,500

ATLAS CPAS & ADVISORS PLLC1 year

Service code 10

455 E PIKES PEAK AVE STE 305 · COLORADO SPRINGS, CO 80903

Accounting

$12,458

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$10,964

EMPLOYEE'S RETIREMENT PLAN OF HELLA USA

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE'S RETIREMENT PLAN OF HELLA USA

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion