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Original filing (PDF)20251009082238NAL0006284401001
HYDRO-GEAR LIMITED PARTNERSHIP
Form 5500
FILING_RECEIVED
HYDRO-GEAR RETIREMENT PLAN
401(k) retirement plan
Active participants
1,175
Accounts w/ balance
1,738
Plan assets (EOY)
$68.8M
Net assets (EOY)
$68.8M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — 146% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYDRO-GEAR LIMITED PARTNERSHIP.
Plan sponsor
Name
HYDRO-GEAR LIMITED PARTNERSHIP
EIN
37-1278894
Address
1411 S.HAMILTON STREET · SULLIVAN, IL · 61951
Phone
(217) 728-8388
Industry
Manufacturingsee all
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
2025-10-09
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $240K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH MOORE | — | OVERLAND PARK, KS | BROKER/ADVISER | $0 | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE LAMPO GROUP LLC DBA SMARTDOLLAR | — | FRANKLIN, TN | CONTRACT ADMIN | $24K | — |
| FORVIS MAZARS LLP | — | SPRINGFIELD, MO | CONTRACT ADMIN | $6K | — |
Investments
32 direct securities · 1 pooled fund· $67.9M(99% 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.
Uncategorized
$66.9M
31 holdings
Common Collective Trust
$972K
1 holding
Mutual Funds
$36K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K 14,167 shares | — | — | $14K | $9.7M | 14.2% | |
| AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 288,113 shares | — | — | $288K | $5.0M | 7.2% | |
| AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 321,243 shares | — | — | $321K | $4.9M | 7.1% | |
| MFS INTL DIVERSIFICATION R6 210,548 shares | — | — | $211K | $4.8M | 7.0% | |
| ISHARES RUSSELL MID-CAP INDEX K 291,571 shares | — | — | $292K | $4.3M | 6.3% | |
| JPMORGAN LARGE CAP GROWTH R6 50,167 shares | — | — | $50K | $4.2M | 6.1% | |
| AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 207,240 shares | — | — | $207K | $3.9M | 5.7% | |
| MFS VALUE R6 65,570 shares | — | — | $66K | $3.2M | 4.6% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX K 117,137 shares | — | — | $117K | $2.9M | 4.2% | |
| PIMCO INCOME INSTL 271,596 shares | — | — | $272K | $2.9M | 4.2% | |
| DODGE & COX INCOME - I 161,348 shares | — | — | $161K | $2.0M | 2.9% | |
| AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 74,285 shares | — | — | $74K | $2.0M | 2.9% | |
| AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 99,700 shares | — | — | $100K | $1.8M | 2.6% | |
| AMERICAN FUNDS STRATEGIC BOND R6 195,762 shares | — | — | $196K | $1.8M | 2.6% | |
| AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 75,759 shares | — | — | $76K | $1.6M | 2.3% | |
| AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 73,729 shares | — | — | $74K | $1.5M | 2.2% | |
| MFS MID CAP VALUE R6 45,510 shares | — | — | $46K | $1.4M | 2.1% | |
| JPMORGAN MID CAP GROWTH R6 24,612 shares | — | — | $25K | $1.3M | 1.9% | |
| EMPOWER GUARANTEED INCOME FUND 47,267 shares | — | — | $47K | $1.2M | 1.8% | |
| AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 57,578 shares | — | — | $58K | $1.2M | 1.7% | |
| AMERICAN FUNDS NEW WORLD R6 14,062 shares | — | — | $14K | $1.1M | 1.6% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO MUTUAL FUNDS · EIN 52-2250946 / PN 001 | Common Collective Trust | — | $14K | $972K | 1.4% | |
| AMERICAN FUNDS 2015 TRGT DATE RETIRE R6 68,999 shares | — | — | $69K | $845K | 1.2% | |
| AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 41,974 shares | — | — | $42K | $734K | 1.1% | |
| EATON VANCE INCOME FUND OF BOSTON R6 108,005 shares | — | — | $108K | $561K | 0.8% | |
| T. ROWE PRICE ALL-CAP OPPORTUNITIES I 7,361 shares | — | — | $7K | $541K | 0.8% | |
| AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 39,943 shares | — | — | $40K | $538K | 0.8% | |
| COHEN & STEERS REAL ESTATE SECURITIES I 26,839 shares | — | — | $27K | $463K | 0.7% | |
| ISHARES MSCI EAFE INTERNATIONAL INDEX K 17,906 shares | — | — | $18K | $273K | 0.4% | |
| AMERICAN FUNDS 2070 TRGT DATE RETIRE R6 9,389 shares | — | — | $9K | $102K | 0.1% | |
| PIMCO COMMODITIESPLUS STRATEGY INSTL 14,327 shares | — | — | $14K | $95K | 0.1% | |
| ISHARES U.S. AGGREGATE BOND INDEX K 10,115 shares | — | — | $10K | $90K | 0.1% | |
| AMERICAN FUNDS 2010 TRGT DATE RETIRE R6 3,105 shares | Mutual Funds | — | $3K | $36K | <0.1% |