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Original filing (PDF)20251014053454NAL0004793362001
HYDRO RESOURCES HOLDINGS, INC.
Form 5500
FILING_RECEIVED
HYDRO RESOURCES 401(K) PLAN
401(k) retirement plan
Signals · 1
40% in single holding
Active participants
316
Accounts w/ balance
417
Plan assets (EOY)
$17.3M
Net assets (EOY)
$17.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
80
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "AMERFUNDS AMER BALANCED - R6" is 40% of plan.
- 69 bps in Schedule C fees — 139% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYDRO RESOURCES HOLDINGS, INC..
Plan sponsor
Name
HYDRO RESOURCES HOLDINGS, INC.
EIN
68-0495507
Address
1 SUGAR CREEK CENTER BLVD · SUITE 400 · SUGAR LAND, TX · 774783540
Phone
(713) 706-7616
Industry
Constructionsee 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
2025-10-14
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $83K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $37K | — |
Investments
27 direct securities · 1 pooled fund· $16.5M(95% 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.
Registered Investment Companies
$15.9M
27 holdings
Common Collective Trust
$595K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $6.6M | 37.9% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.3M | 7.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.2M | 7.1% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $709K | 4.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $595K | 3.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $535K | 3.1% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $515K | 3.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $451K | 2.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $437K | 2.5% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $431K | 2.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $415K | 2.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $405K | 2.3% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $399K | 2.3% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $376K | 2.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $351K | 2.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $305K | 1.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $238K | 1.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $213K | 1.2% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $213K | 1.2% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $188K | 1.1% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $182K | 1.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $133K | 0.8% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $100K | 0.6% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $93K | 0.5% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $59K | 0.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $48K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $26K | 0.2% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $15K | <0.1% |
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