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Original filing (PDF)20251010115820NAL0007665249001
FLODRAULIC GROUP INC
Form 5500
FILING_RECEIVED
FLODRAULIC GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
238
Accounts w/ balance
113
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLODRAULIC GROUP INC.
Plan sponsor
Name
FLODRAULIC GROUP INC
EIN
87-0698321
Address
3539 NORTH 700 WEST · GREENFIELD, IN · 46140
Phone
(317) 890-3700
Industry
Manufacturingsee all
Plan administrator
Name
FLODRAULIC GROUP INC
EIN
87-0698321
City
GREENFIELD, IN
Phone
(317) 715-1100
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONCEPTS & SERVICES | 35-2091834 | — | THIRD PARTY ADMINISTRATO | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $6K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
27 direct securities · 1 pooled fund· $25.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$12.6M
25 holdings
Pooled Separate Account
$12.2M
1 holding
Pooled Separate Accounts
$401K
1 holding
Guaranteed Income / GIC
$281K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY CO · EIN 87-0698321 / PN 000 | Pooled Separate Account | — | — | $12.2M | 92.1% | |
| VOYA Russell Lg Cp Indx Prt I 20,332 shares | — | — | $20K | $2.3M | 17.7% | |
| VY TRowePrice Captl Apprec Pt Srv 25,630 shares | — | — | $26K | $2.0M | 15.1% | |
| VOYA Large Cap Growth Prt Srv 13,798 shares | — | — | $14K | $1.1M | 8.4% | |
| TRowePrc Blue Chip Growth Fund Adv 7,680 shares | — | — | $8K | $1.1M | 7.9% | |
| VVIF-Equity Income Portfolio 11,401 shares | — | — | $11K | $1.0M | 7.6% | |
| VOYA Index Solution 2045 Portfolio - Advisor Class 15,230 shares | — | — | $15K | $895K | 6.7% | |
| VOYA Fixed Account A 1.50% | — | — | — | $659K | 5.0% | |
| Eaton Vance - Atlanta Capital SMID Cap Fund 10,801 shares | — | — | $11K | $504K | 3.8% | |
| VOYA Russell MdCp Indx Prt I 5,168 shares | — | — | $5K | $497K | 3.7% | |
| American Funds Cap Wld G&I R3 7,370 shares | Pooled Separate Accounts | — | $7K | $401K | 3.0% | |
| VOYA Intermediate Bond Prt 1 17,207 shares | — | — | $17K | $330K | 2.5% | |
| MFS International Grw Fnd R2 7,186 shares | — | — | $7K | $327K | 2.5% | |
| VOYA Index Solution 2035 Portfolio - Advisor Class 6,372 shares | — | — | $6K | $312K | 2.3% | |
| s *VOYA Fixed Account 3.00% | Guaranteed Income / GIC | — | — | $281K | 2.1% | |
| VOYA Index Solution 2040 Portfolio - Advisor Class 12,656 shares | — | — | $13K | $258K | 1.9% | |
| VOYA Index Solution 2055 Portfolio - Advisor Class 5,783 shares | — | — | $6K | $203K | 1.5% | |
| VOYA Index Solution 2025 Portfolio - Advisor Class 5,033 shares | — | — | $5K | $195K | 1.5% | |
| Gldmn Sachs Strct Intl SC Fd A 8,825 shares | — | — | $9K | $186K | 1.4% | |
| ClrBrg SmCp Grw Fnd R 1,530 shares | — | — | $2K | $118K | 0.9% | |
| Maturing January 2026 to March 2031 | — | — | — | $113K | 0.9% | |
| VOYA Index Solution 2060 Portfolio - Advisor Class 4,982 shares | — | — | $5K | $108K | 0.8% | |
| VOYA Index Solution 2030 Portfolio - Advisor Class 5,524 shares | — | — | $6K | $101K | 0.8% | |
| Victory Sycmr Sm Comp Opporty Fd R 1,129 shares | — | — | $1K | $92K | 0.7% | |
| PIMCO Income Fund R 6,430 shares | — | — | $6K | $91K | 0.7% | |
| VOYA Index Solution Income Portfolio - Advisor Class 1,456 shares | — | — | $1K | $34K | 0.3% | |
| Amrcn Cntry Mid Cap Val R 631 shares | — | — | — | $30K | 0.2% | |
| VOYA Index Solution 2050 Portfolio - Advisor Class 799 shares | — | — | — | $17K | 0.1% |
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