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Original filing (PDF)20250909053441NAL0033621296001
HYDRAULIC CONTROLS, INC.
Form 5500
FILING_RECEIVED
HYDRAULIC CONTROLS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
145
Accounts w/ balance
203
Plan assets (EOY)
$19.6M
Net assets (EOY)
$19.6M
How this plan invests
This plan
1 pooled trust
Schedule D
22 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 HYDRAULIC CONTROLS, INC..
Plan sponsor
Name
HYDRAULIC CONTROLS, INC.
EIN
93-0702234
Address
2040 COMMERCE AVE. · CONCORD, CA · 94520
Phone
(510) 658-8300
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
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
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $27K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $24K | — |
Investments
21 direct securities · 1 pooled fund· $19.2M(98% 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
$18.1M
21 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $3.7M | 19.0% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.7M | 13.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $2.7M | 13.6% | |
| INVESCO COMSTOCK FUND - R6 | Registered Investment Companies | — | — | $1.8M | 9.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 6.5% | |
| INV STABLE VALUE RETIREMENT 5 INVESCO TRUST CO · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $1.1M | 5.8% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $823K | 4.2% | |
| PGIM JENNISON SM CO R6 | Registered Investment Companies | — | — | $793K | 4.0% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $629K | 3.2% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $612K | 3.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $500K | 2.5% | |
| VAN FTSE AW EX US SMCPIN ADM | Registered Investment Companies | — | — | $438K | 2.2% | |
| BARON REAL ESTATE FUND INST | Registered Investment Companies | — | — | $357K | 1.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $318K | 1.6% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $283K | 1.4% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $225K | 1.1% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $203K | 1.0% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $184K | 0.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $173K | 0.9% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $154K | 0.8% | |
| BLK EMERGING MARKET INST | Registered Investment Companies | — | — | $124K | 0.6% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $122K | 0.6% |
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