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Original filing (PDF)20250910120510NAL0045094898001
HYPRO, INC.
Form 5500
FILING_RECEIVED
HYPRO, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
343
Accounts w/ balance
490
Plan assets (EOY)
$30.5M
Net assets (EOY)
$30.5M
How this plan invests
This plan
12 pooled trusts
Schedule D
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
85
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2) (extraction pending)]" is 29% of plan.
- 47 bps in Schedule C fees — 61% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYPRO, INC..
Plan sponsor
Name
HYPRO, INC.
EIN
39-1125858
Address
600 S. JEFFERSON STREET · WATERFORD, WI · 531854218
Phone
(262) 534-5141
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
2025-09-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
VRAKAS SC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $47K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT ADVISOR | $16K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES | — | ST. PETERSBURG, FL | BROKER/ADVISO R | $51K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS | — | MILWAUKEE, WI | TPA | $29K | — |
Investments
7 direct securities · 12 pooled funds· $20.5M(67% 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
$9.5M
9 holdings
Pooled Separate Account
$5.7M
3 holdings
Uncategorized
$5.3M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LARGE CAP GRWTH/JP MORGAN IVST MGMT EMPOWER ANNUITY INSURANCE CO · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $4.5M | 14.6% | |
| [DFE: GREAT GRAY TRUST AMERICAN FUNDS 2015 FUND (extraction pending)] | — | — | — | $2.8M | 9.2% | |
| GREATGRAY TRST AMERICAN FUNDS 2015I GREAT GRAY · EIN 38-4126259 / PN 563 | Common Collective Trust | — | — | $2.8M | 9.2% | |
| GREAT GRAY TRST AMERICAN FUNDS 2035 GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $2.3M | 7.4% | |
| GREATGRAY TRST AMERICAN FUNDS 2045 GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $1.9M | 6.4% | |
| [DFE: GREAT GRAY TRUST AMERICAN FUNDS 2055 FUND (extraction pending)] | — | — | — | $1.0M | 3.4% | |
| GREATGRAY TRST AMERICAN FUNDS 2055I GREAT GRAY · EIN 38-4126267 / PN 571 | Common Collective Trust | — | — | $1.0M | 3.4% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GW EMPOWER ANNUITY INS CO OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $983K | 3.2% | |
| [DFE: GREAT GRAY TRUST AMERICAN FUNDS 2060 FUND (extraction pending)] | — | — | — | $499K | 1.6% | |
| GREATGRAY TRST AMERICAN FUNDS 2060I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $499K | 1.6% | |
| [DFE: GREAT GRAY TRUST AMERICAN FUNDS 2050 FUND (extraction pending)] | — | — | — | $395K | 1.3% | |
| GREATGRAY TRST AMERICAN FUNDS 2050I GREAT GRAY · EIN 38-4126266 / PN 570 | Common Collective Trust | — | — | $395K | 1.3% | |
| [DFE: GREAT GRAY TRUST AMERICAN FUNDS 2040 FUND (extraction pending)] | — | — | — | $252K | 0.8% | |
| GREATGRAY TRST AMERICAN FUNDS 2040I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $252K | 0.8% | |
| COLUMBIA DIVIDEN VALUE (IS PLATFORM EMPOWER ANUITY INSURANCE CO · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $244K | 0.8% | |
| [DFE: GREAT GRAY TRUST AMERICAN FUNDS 2065 FUND (extraction pending)] | — | — | — | $219K | 0.7% | |
| GREATGRAY TRST AMERICAN FUNDS 2065I GREAT GRAY · EIN 38-7275308 / PN 777 | Common Collective Trust | — | — | $219K | 0.7% | |
| [DFE: GREAT GRAY TRUST AMERICAN FUNDS 2030 FUND (extraction pending)] | — | — | — | $93K | 0.3% | |
| GREATGRAY TRST AMERICAN FUNDS 2030I GREAT GRAY · EIN 38-4126262 / PN 566 | Common Collective Trust | — | — | $93K | 0.3% |