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Original filing (PDF)20251008065619NAL0005202321001
HYDRO-AIR COMPONENTS, INC.
Form 5500
FILING_RECEIVED
HYDRO-AIR COMPONENTS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
90
Accounts w/ balance
125
Plan assets (EOY)
$10.5M
Net assets (EOY)
$10.5M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 36 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYDRO-AIR COMPONENTS, INC..
Plan sponsor
Name
HYDRO-AIR COMPONENTS, INC.
EIN
16-1187872
Address
100 RITTLING BLVD · BUFFALO, NY · 14220
Phone
(716) 827-6510
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FREED MAXICK P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $24K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $121 | — |
Investments
16 direct securities· $10.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $2.2M | 20.7% | |
| Blackrock Lifepath Index 2045 K | — | — | — | $1.1M | 10.2% | |
| Blackrock Lifepath Index Retirement K | — | — | — | $1.0M | 9.7% | |
| Blackrock Lifepath Index 2040 K | — | — | — | $932K | 8.9% | |
| Fidelity Mid Cap Index | — | — | — | $707K | 6.8% | |
| Fidelity US Bond Index | — | — | — | $682K | 6.5% | |
| Fidelity Small Cap Index | — | — | — | $641K | 6.1% | |
| Blackrock Lifepath Index 2050 K | — | — | — | $633K | 6.1% | |
| Blackrock Lifepath Index 2030 K | — | — | — | $620K | 5.9% | |
| Empower EI Fixed Account - Series Class I | — | — | — | $571K | 5.5% | |
| Blackrock Lifepath Index 2035 K | — | — | — | $551K | 5.3% | |
| Fidelity International Index | — | — | — | $448K | 4.3% | |
| Blackrock Lifepath Index 2055 K | — | — | — | $202K | 1.9% | |
| Hydro-Air Components, Inc. 401(k) Notes receivable from participants with interest rates Profit Sharing Plan from 4.16% to 10.50% | — | — | — | $149K | 1.4% | |
| Blackrock Lifepath Index 2060 K | — | — | — | $70K | 0.7% | |
| Blackrock Lifepath Index 2065 K | — | — | — | $8K | <0.1% |
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