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Original filing (PDF)20250801111820NAL0007135905001
HUDSON TECHNOLOGIES COMPANY
Form 5500
FILING_RECEIVED
HUDSON TECHNOLOGIES 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
249
Accounts w/ balance
296
Plan assets (EOY)
$23.8M
Net assets (EOY)
$23.8M
How this plan invests
This plan
5 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HUDSON TECHNOLOGIES COMPANY.
Plan sponsor
Name
HUDSON TECHNOLOGIES COMPANY
EIN
62-1478695
Address
300 TICE BLVD · WOODCLIFF LAKE, NJ · 07677
Phone
(845) 735-6000
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
2025-08-01
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
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $42K | — |
Investments
13 direct securities · 5 pooled funds· $23.1M(97% 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
$11.4M
12 holdings
Common Collective Trust
$11.2M
5 holdings
Mutual Funds
$516K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2035 FUND CL R GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $5.1M | 21.4% | |
| Vanguard 500 Index Fund | — | — | — | $4.1M | 17.3% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $3.0M | 12.7% | |
| INDEXSELECT MODERATE 2045 FUND CL R GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $1.7M | 7.0% | |
| American Funds New Economy Fund | — | — | — | $1.5M | 6.5% | |
| INDEXSELECT MODERATE 2055 FUND CL R GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $1.4M | 6.0% | |
| Guaranteed Interest Account * Empower Guaranteed Interest Account | — | — | — | $1.2M | 5.1% | |
| American Funds Balanced Fund | — | — | — | $1.0M | 4.2% | |
| Columbia Dividend Income Fund | — | — | — | $895K | 3.8% | |
| Vanguard Extended Market Index Fund | — | — | — | $711K | 3.0% | |
| MassMutual Global Fund | Mutual Funds | — | — | $516K | 2.2% | |
| Vanguard Total Bond Market Index | — | — | — | $457K | 1.9% | |
| BlackRock iShares Small Cap Index Fund | — | — | — | $454K | 1.9% | |
| Participant Loans with interest rates of 4.25% to 9.50%. - | — | — | — | $435K | 1.8% | |
| Fidelity Advisor Total Bond Fund | — | — | — | $254K | 1.1% | |
| Dimensional International Core Equity Fund | — | — | — | $199K | 0.8% | |
| Vanguard Total Int’l Stock Index | — | — | — | $82K | 0.3% | |
| INDEXSELECT MODERATE 2025 FUND CL R GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |