How big is H2O Innovation USA, Inc.'s plan?

H2O Innovation USA, Inc.'s plan reported $18.6M in assets and 851 participants for 2024.

Original filing (PDF)20251010133958NAL0007795137001

H2O Innovation USA, Inc.

Name: H2O Innovation USA, Inc. — H2O Innovation 401(k), Form 5500 (2024)
Creator: H2O Innovation USA, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

H2O Innovation 401(k) Plan

401(k) retirement plan · H2O Innovation USA, Inc.'s H2O Innovation 401(k) Plan held $18.6M in plan assets for 851 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

851

Accounts w/ balance

457

Plan assets (EOY)

$18.6M

Net assets (EOY)

$18.6M

Plan identifiers

H2O Innovation USA, Inc.'s EIN is 20-5584930.

EIN 20-5584930

Plan number 001

Plan year 2024

ACK ID 20251010133958NAL0007795137001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for H2O Innovation USA, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

H2O Innovation USA, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for H2O INNOVATION USA, INC..

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How this plan invests

This plan

1 pooled trust

Schedule D

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

H2O INNOVATION USA, INC.

EIN

all filings

Address

8900 109TH AVENUE NORTH, SUITE 1000 · CHAMPLIN, MN · 55316

Phone

(418) 688-0170

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$21K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CHRISTENSEN GROUP FINANCIAL, L	—	EDEN PRAIRE, MN	NONE	$70K	—

Investments

22 direct securities · 1 pooled fund· $36.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Accounts

$18.2M

21 holdings

Pooled Separate Account

$18.2M

1 holding

Bonds / Notes

$382K

1 holding

					% of plan
MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900	Pooled Separate Account	—	—	$18.2M	97.9%
Blackrock LifePath Index Retire Instl Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2.4M	13.1%
Blackrock LifePath Index 2035 Instl Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2.3M	12.5%
Blackrock LifePath Index 2030 Instl Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1.8M	9.9%
Blackrock LifePath Index 2040 Instl Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1.5M	8.3%
Blackrock LifePath Index 2050 Instl Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1.4M	7.3%
Blackrock LifePath Index 2045 Instl Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1.2M	6.7%
Blackrock LifePath Index 2060 Instl Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1.1M	5.9%
Blackrock LifePath Index 2055 Instl Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1.0M	5.5%
Ishares S&P 500 Index Service Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$1.0M	5.4%
AB Large Cap Growth Advisor Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$784K	4.2%
Reliance Trust Company Metlife Series 25053 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$707K	3.8%
American Funds Washington Mutual R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$704K	3.8%
Ishares MSCI EAFE Intl Indx Instl Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$504K	2.7%
Janus Henderson Balanced A Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$398K	2.1%
Participant Loans Interest rates range of 4.25% to 9.75% -	Bonds / Notes	—	—	$382K	2.1%
Ishares Russell Mid-Cap Indx Instl Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$276K	1.5%
American Funds Europacific Growth R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$224K	1.2%
Ishares Russell 2000 Small-Cap Idx K Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$188K	1.0%
Alger Small Cap Focus I Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$180K	1.0%
PGIM Total Return Bond Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$177K	1.0%
Allspring Special Small Cap Value Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$138K	0.7%
PGIM High Yield Z Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$47K	0.3%