Employers › HLI Operating
Recordkeeping fees per participant · Maxion Wheels Retirement Savings Plan · plan year 2024
$13.78
Higher than 13% of the 5,847 plans $50 to 250M that report it.
= $6,725 / 488
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251001112400NAL0017729875001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001112400NAL0017729875001, received 2025-10-01
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-01.
Administrative expenses excluding investment management, per participant
$13.78
Higher than 9% of the 8,758 plans $50 to 250M that report it.
= $6,725 / 488
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251001112400NAL0017729875001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001112400NAL0017729875001, received 2025-10-01
Administrative expenses per participant
$13.78
Higher than 5% of the 9,042 plans $50 to 250M that report it.
= $6,725 / 488
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001112400NAL0017729875001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001112400NAL0017729875001, received 2025-10-01
Administrative expenses as a share of assets
0.009%
Higher than 4% of the 9,049 plans $50 to 250M that report it.
= $6,725 / $75,685,339
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001112400NAL0017729875001, received 2025-10-01
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251001112400NAL0017729875001, received 2025-10-01
Employer contributions per participant
$1,411
Higher than 19% of the 9,105 plans $50 to 250M that report it.
= $688,738 / 488
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001112400NAL0017729875001, received 2025-10-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001112400NAL0017729875001, received 2025-10-01
Employer share of total contributions
32.9%
Higher than 61% of the 9,112 plans $50 to 250M that report it.
= $688,738 / $2,094,661
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001112400NAL0017729875001, received 2025-10-01
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251001112400NAL0017729875001, received 2025-10-01
Plan terms are described in HLI Operating Co Inc's SEC filings: Form 10-K filed 2007-04-12. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251001112400NAL0017729875001, received 2025-10-01
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MAXION WHEELS U.S.A. LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Plan name | MAXION WHEELS RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Sponsor EIN / plan number | 30-0167742 / 055 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Sponsor location | NOVI, MI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Industry (business code) | 336300, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Filing received | 2025-10-01 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Participants, beginning of year | 511 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Active participants | 247 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Participants, end of year | 514 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Participants with an account balance | 488 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Total assets, beginning of year | $71,643,171 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Total assets, end of year | $75,685,339 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Net assets, end of year | $75,685,339 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Total income | $10,415,427 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Net income | $4,042,168 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Employer contributions | $688,738 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Participant contributions | $1,359,412 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Other contributions (incl. rollovers) | $46,511 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Total contributions | $2,094,661 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Benefit payments | $6,366,534 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Total expenses (incl. benefit payments) | $6,373,259 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Total administrative expenses | $6,725 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Recordkeeping fees | $6,725 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Administrative expenses excluding investment management | $6,725 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Held in common/collective trusts | $62,024,021 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Held in mutual funds | $12,836,667 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251001112400NAL0017729875001, received 2025-10-01 |
| Independent auditor | REHMANN ROBSON LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251001112400NAL0017729875001, received 2025-10-01 |
Position = column in the DOL layout for form year 2024. Filing 20251001112400NAL0017729875001, received 2025-10-01.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| T ROWE PRICE RPS INCrecordkeeper | NONE | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 28 Investment management; 37 Participant loan processing; 38 Participant communication; 49 Other services; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 62 Float revenue; 64 Recordkeeping fees; 65 Account maintenance fees | $6,725 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251001112400NAL0017729875001, received 2025-10-01.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $71,643,171 | $75,685,339 | 5.6% |
| Participants with a balance | 503 | 488 | -3.0% |
| Administrative expenses | $20,444 | $6,725 | -67.1% |
| Recordkeeping fees per participant | $40.64 | $13.78 | -66.1% |
| Employer contributions | $643,328 | $688,738 | 7.1% |
Prior filing 20240924144123NAL0026428450001, received 2024-09-24; the plan years are contiguous.
Sponsor name as filed: MAXION WHEELS U.S.A. LLC; SEC registrant: HLI OPERATING CO INC (CIK 1257296, matched by EIN).