Back to filter
Original filing (PDF)20251015114806NAL0002350979001
HYDRITE CHEMICAL CO.
Form 5500
FILING_RECEIVED
CHEMICAL EMPLOYEES' 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,015
Accounts w/ balance
1,541
Plan assets (EOY)
$268.9M
Net assets (EOY)
$268.2M
How this plan invests
This plan
21 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYDRITE CHEMICAL CO..
Plan sponsor
Name
HYDRITE CHEMICAL CO.
EIN
39-0364390
Address
17385 GOLF PARKWAY · BROOKFIELD, WI · 530455831
Phone
(414) 792-8708
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial 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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 43-1270780 | — | INVESTMENT ADVISORY | $101K | — |
| FRANCIS INVESTMENT COUNSEL LLC | 90-0142264 | — | CONSULTANT | $54K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $82K | — |
Investments
16 direct securities · 21 pooled funds· $291.2M(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.
Common Collective Trust
$198.9M
18 holdings
Uncategorized
$76.1M
15 holdings
Pooled Separate Account
$15.9M
3 holdings
Mutual Funds
$349K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $29.3M | 10.9% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $27.0M | 10.0% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $26.0M | 9.7% | |
| Fidelity 500 Index Fund N/R | — | — | — | $21.4M | 8.0% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $19.4M | 7.2% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $16.6M | 6.2% | |
| Wilmington Trust AB US Large Cap Growth CIT W Series N/R | — | — | — | $15.9M | 5.9% | |
| AB US LG CP GTH CIT W SRS CL L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $15.9M | 5.9% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $15.7M | 5.8% | |
| Vanguard Federal Money Market N/R | — | — | — | $11.7M | 4.4% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $10.9M | 4.0% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $10.3M | 3.8% | |
| Principal Small Cap Stock Index Fund N/R | — | — | — | $8.3M | 3.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $8.3M | 3.1% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $7.6M | 2.8% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $5.8M | 2.2% | |
| PUTNAM LARGE CP VALUE TRUST IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $5.4M | 2.0% | |
| MFS Investment Management MFS Intl Diversification R6 Fund N/R | — | — | — | $5.1M | 1.9% | |
| John Hancock John Hancock Bond R6 Fund N/R | — | — | — | $4.8M | 1.8% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $4.5M | 1.7% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $3.9M | 1.5% | |
| Principal Mid Cap Stock Index Fund N/R | — | — | — | $3.7M | 1.4% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3.7M | 1.4% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $2.1M | 0.8% | |
| Insurance Company and Massachusetts Mutual Life Insurance Notes Receivable From Participants * Participant Loans Interest rates varying from 3.25% to | — | — | — | $2.0M | 0.7% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| Fidelity Total Int Index Fund N/R | — | — | — | $978K | 0.4% | |
| Invesco Discovery Invesco Discovery R6 Fund N/R | — | — | — | $972K | 0.4% | |
| FRANKLN SMALL CAP VALUE GG R GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $926K | 0.3% | |
| Cash Surrender Value of Life Insurance Northwestern Mutual Life Cash Surrender Value of Life Insurance | — | — | $570K | $570K | 0.2% | |
| Fidelity US Bond Index Fund N/R | Mutual Funds | — | — | $349K | 0.1% | |
| Rosetta/Conjugon, III, LLC Rosetta/Conjugon, III, LLC | — | — | $270K | $270K | 0.1% | |
| Convertible Debt Conjugon, Inc. Convertible Promissory Note 2013 | — | — | $222K | $222K | <0.1% | |
| Conjugon, Inc. Convertible Promissory Note 2014 | — | — | $206K | $206K | <0.1% | |
| Pooled Venture Capital Bioequity/Cjg LLC Bioequity/Cjg LLC | — | — | $39K | $39K | <0.1% | |
| COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $25 | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using CREATIVE PLANNING, LLC
APPLE INC.
APPLE 401(K) PLAN
$24.7B · 101,217 participants
DELTA AIR LINES, INC.
DELTA 401(K) RETIREMENT PLAN
$19.0B · 89,993 participants
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
$16.8B · 17,444 participants
DELTA AIR LINES, INC.
DELTA 401(K) RETIREMENT PLAN FOR PILOTS
$15.9B · 14,981 participants
SOUTHWEST AIRLINES COMPANY
SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN
$11.6B · 11,679 participants
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
Similar-size Manufacturing plans
POET BIOREFINING LLC
POET 401(K) PLAN
$265.7M · 2,397 participants
ESSENTIAL HOLDING AMERICA, LLC
SOLVAY US COMPANIES PENSION PLAN
$259.8M · 462 participants
SASOL (USA) CORPORATION
RETIREMENT PLAN OF SASOL (USA) COPORATION
$259.4M · 1,236 participants
HENKEL OF AMERICA, INC.
HENKEL OF AMERICA RETIREMENT PLAN
$253.6M · 346 participants
EVONIK CORPORATION
EVONIK CORPORATION RETIREMENT PLAN
$250.1M · 459 participants
WACKER CHEMICAL CORP.
WACKER SAVINGS PLAN
$231.3M · 1,585 participants
Large plans in Wisconsin
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION RETIREMENT SAVINGS PLAN
$3.8B · 8,097 participants