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Original filing (PDF)20250822220150NAL0005680945006
HYDY, INC.
Form 5500
FILING_RECEIVED
HYDY 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
24
Accounts w/ balance
130
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class" is 44% of plan.
Helping the score
- Below-peer total fees (19 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYDY, INC..
Plan sponsor
Name
HYDY, INC.
EIN
85-2367424
Address
444 W LAKE STREET, SUITE 1700 · CHICAGO, IL · 60606
Phone
(312) 416-8667
Industry
Retail Tradesee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
SMITH & HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $8K | — |
Investments
29 direct securities· $4.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class | — | — | — | $1.8M | 43.5% | |
| Vanguard Group Developed Markets Index Admiral | — | — | — | $652K | 15.8% | |
| Vanguard Group Bond Index Admiral Class | — | — | — | $419K | 10.1% | |
| Vanguard Group Emerging Markets Stock Admiral Class | — | — | — | $338K | 8.2% | |
| Vanguard Group Specialized Dividend REIT Index Fund Admiral SHS | — | — | — | $168K | 4.1% | |
| Vanguard Group Growth Index Admiral | — | — | — | $148K | 3.6% | |
| Vanguard Group Total International Bond Index | — | — | — | $136K | 3.3% | |
| Vanguard Group Index 500 Admiral | — | — | — | $134K | 3.2% | |
| Vanguard Group Technology Index Admiral | — | — | — | $72K | 1.7% | |
| Vanguard Group Value Index Admiral | — | — | — | $42K | 1.0% | |
| Vanguard Group Extended Market Index | — | — | — | $30K | 0.7% | |
| Vanguard Group Small Cap Value Index Admiral | — | — | — | $26K | 0.6% | |
| Vanguard Group Total Instl Stock Index Admrial | — | — | — | $21K | 0.5% | |
| Vanguard Group Mid-Cap Value Index FD- Admiral | — | — | — | $21K | 0.5% | |
| Vanguard Group Mid Cap Index Admiral | — | — | — | $18K | 0.4% | |
| Vanguard Group Specialized Dividend Appreciation Index Admiral | — | — | — | $15K | 0.4% | |
| Vanguard Group Financials Index Admiral | — | — | — | $11K | 0.3% | |
| Vanguard Group Small Cap Index Admiral | — | — | — | $10K | 0.2% | |
| Vanguard Group FTSE Social Index Admiral | — | — | — | $8K | 0.2% | |
| Vanguard Group Health Care Index Admiral | — | — | — | $6K | 0.2% | |
| Vanguard Group Index Admiral | — | — | — | $6K | 0.2% | |
| Vanguard Group Pacific Stock Index Fund Admiral | — | — | — | $4K | <0.1% | |
| Vanguard Group Telecom Services Index Admiral | — | — | — | $3K | <0.1% | |
| Vanguard Group FTSE All World EX-US Index Admiral | — | — | — | $3K | <0.1% | |
| Vanguard Group Short-Term Corp BD Index Admiral | — | — | — | $3K | <0.1% | |
| Vanguard Group European Stock Index Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Group Mid Cap Growth Index Admiral | — | — | — | $2K | <0.1% | |
| Vanguard Group Reserve Fed MM FD | — | — | — | $1K | <0.1% | |
| Vanguard Group Short-Term Inflation Protected Securities Index Adm | — | — | — | $1K | <0.1% |