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Original filing (PDF)20250930153234NAL0019624466001
HYDRAFORCE, INC.
Form 5500
FILING_RECEIVED
HYDRAFORCE, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
954
Accounts w/ balance
1,293
Plan assets (EOY)
$250.2M
Net assets (EOY)
$250.2M
How this plan invests
This plan
34 pooled trusts
Schedule D
59 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: T. ROWE PRICE STRUCTURED RESEARCH COMMON TRUST FUND (share>100%, pinned)]" is 27% of plan.
- 16 bps in Schedule C fees — 56% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYDRAFORCE, INC..
Plan sponsor
Name
HYDRAFORCE, INC.
EIN
36-3524515
Address
500 BARCLAY BLVD · LINCOLNSHIRE, IL · 60069
Phone
(847) 645-3728
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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2H · Partial participant-directed accounts
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $307K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $88K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | OTHER | -$6K | — |
Investments
46 direct securities · 34 pooled funds· $216.8M(87% 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.
Common Collective Trust
$173.0M
30 holdings
Uncategorized
$43.8M
46 holdings
Pooled Separate Account
$0
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T ROWE PRICE STRUCTURED RESEARCH TR T. ROWE PRICE COLLECTIVE TRUSTS · EIN 52-1309931 / PN 010 | Common Collective Trust | — | — | $46.6M | 18.6% | |
| NT COL S&P 500 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $21.1M | 8.4% | |
| PRUDENTIAL CORE PLUS BOND FUND 5 PRUDENTIAL COLLECTIVE INVESTMENT TRUST · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $16.6M | 6.6% | |
| STATE ST TARGET RET 2030 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 023 | Common Collective Trust | — | — | $15.2M | 6.1% | |
| [DFE: ACADIAN COLLECTIVE INVESTMENT TRUST (extraction pending)] | — | — | — | $13.4M | 5.4% | |
| ACADIAN ALL COUNTRY WLD EX US EQ F SEI TRUST COMPANY · EIN 47-3984728 / PN 081 | Common Collective Trust | — | — | $13.4M | 5.4% | |
| STATE ST TARGET RET 2035 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 024 | Common Collective Trust | — | — | $8.9M | 3.6% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $7.4M | 2.9% | |
| STATE ST TARGET RET 2025 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 022 | Common Collective Trust | — | — | $6.6M | 2.6% | |
| STATE ST TARGET RET 2045 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 026 | Common Collective Trust | — | — | $5.8M | 2.3% | |
| STATE ST TARGET RET 2040 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 025 | Common Collective Trust | — | — | $5.7M | 2.3% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 46-6138589 / PN 088 | Common Collective Trust | — | — | $5.1M | 2.0% | |
| STATE ST TARGET RET 2050 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 027 | Common Collective Trust | — | — | $4.5M | 1.8% | |
| S&P 500 R INDX SL SF CL I CMC1 | — | — | — | $4.1M | 1.7% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $3.6M | 1.4% | |
| NT COL EAFE INDEX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 111 | Common Collective Trust | — | — | $3.3M | 1.3% | |
| STATE ST TARGET RET 2055 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 028 | Common Collective Trust | — | — | $3.2M | 1.3% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $3.0M | 1.2% | |
| STATE ST TARGET RET INCOME SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 030 | Common Collective Trust | — | — | $2.8M | 1.1% | |
| STATE ST TARGET RET 2020 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 021 | Common Collective Trust | — | — | $2.5M | 1.0% | |
| STATE ST TARGET RET 2060 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 029 | Common Collective Trust | — | — | $1.8M | 0.7% | |
| SSGA REAL ASSET FUND CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $1.5M | 0.6% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | — | — | — | $1.5M | 0.6% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $1.4M | 0.5% | |
| S&P 500 R INDX SL SF CL I CMC1 | — | — | — | $1.3M | 0.5% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | — | — | — | $1.2M | 0.5% | |
| RUSSELL SMALL/MID CAP R INDX SL S | — | — | — | $1.0M | 0.4% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $996K | 0.4% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $952K | 0.4% | |
| U.S. LONG GOVT BOND INDX SL SF CL I | — | — | — | $771K | 0.3% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $676K | 0.3% | |
| NT COL R1000 GRO IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 109 | Common Collective Trust | — | — | $642K | 0.3% | |
| S&P 500 R INDX SL SF CL I CMC1 | — | — | — | $628K | 0.3% | |
| US SHORT-TERM GOVT/CREDIT BOND INDE | — | — | — | $555K | 0.2% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $554K | 0.2% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | — | — | — | $500K | 0.2% | |
| US SHORT-TERM GOVT/CREDIT BOND INDE | — | — | — | $496K | 0.2% | |
| U.S. BOND INDX SL SF CL I CME9 | — | — | — | $496K | 0.2% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $464K | 0.2% | |
| US SHORT-TERM GOVT/CREDIT BOND INDE | — | — | — | $458K | 0.2% | |
| 1-10 YEAR US TIPS INDEX SL SF CL I | — | — | — | $447K | 0.2% | |
| GLOBAL REAL EST SEC INDX SL SF CL I | — | — | — | $384K | 0.2% | |
| S&P GLOBAL LARGEMIDCAP NATURAL RESO | — | — | — | $381K | 0.2% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $381K | 0.2% | |
| S&P 500 R INDX SL SF CL I CMC1 | — | — | — | $378K | 0.2% | |
| S&P 500 R INDX SL SF CL I CMC1 | — | — | — | $337K | 0.1% | |
| GLOBAL REAL EST SEC INDX SL SF CL I | — | — | — | $332K | 0.1% | |
| STATE ST TARGET RET 2065 SL CL IV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 32-6528132 / PN 045 | Common Collective Trust | — | — | $326K | 0.1% | |
| 1-10 YEAR U.S. TIPS INDEX NL SF CL | — | — | — | $305K | 0.1% | |
| S&P GLOBAL INFRASTRUCTURE INDEX NL | — | — | — | $305K | 0.1% | |
| RUSSELL SMALL/MID CAP R INDX SL SF | — | — | — | $280K | 0.1% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $278K | 0.1% | |
| RUSSELL SMALL/MID CAP R INDX SL S | — | — | — | $275K | 0.1% | |
| GLOBAL ALL CAP EQUITY EX-US INDX SL | — | — | — | $249K | <0.1% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $233K | <0.1% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $194K | <0.1% | |
| U.S. LONG GOVT BOND INDX SL SF CLI | — | — | — | $178K | <0.1% | |
| US HIGH YIELD BOND INDX SL SF CL I | — | — | — | $174K | <0.1% | |
| REIT INDX NL SF CL A CMX2 | — | — | — | $152K | <0.1% | |
| GLOBAL REAL EST SEC INDX SL SF CL I | — | — | — | $139K | <0.1% | |
| GLOBAL REAL EST SEC INDX SL SF CL I | — | — | — | $124K | <0.1% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $98K | <0.1% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $87K | <0.1% | |
| RUSSELL SMALL/MID CAP R INDX SL S | — | — | — | $71K | <0.1% | |
| RUSSELL SMALL/MID CAP R INDX SL S | — | — | — | $64K | <0.1% | |
| US SHORT-TERM GOVT/CREDIT BOND INDE | — | — | — | $0 | <0.1% | |
| EMPOWER LIFETIME 2040 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 050 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMPOWER LIFETIME 2035 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMPOWER LIFETIME 2030 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 049 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMPOWER LIFETIME 2050 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 051 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMPOWER LIFETIME 2055 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 015 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMPOWER LIFETIME 2045 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 014 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMPOWER LIFETIME 2060 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 052 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMPOWER LIFETIME 2025 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMPOWER LIFETIME 2015 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| EMPOWER LIFETIME 2020 TRUST EMPOWER TRUST COMPANY, LLC · EIN 84-1455663 / PN 047 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / JPMORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $0 | <0.1% |