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Original filing (PDF)20251015164331NAL0002653763001
HYDRO-TEMP MECHANICAL, INC.
Form 5500
FILING_RECEIVED
HYDRO-TEMP MECHANICAL, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
29% in single holding
Active participants
90
Accounts w/ balance
111
Plan assets (EOY)
$26.0M
Net assets (EOY)
$26.0M
How this plan invests
This plan
19 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
85
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Mid Atlantic Trust Co. Flexpath Index + Moderate 2045 Fund" is 29% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HYDRO-TEMP MECHANICAL, INC..
Plan sponsor
Name
HYDRO-TEMP MECHANICAL, INC.
EIN
93-0893475
Address
28465 SOUTHWEST BOBERG ROAD · WILSONVILLE, OR · 97070
Phone
(503) 582-8525
Industry
Plumbing, Heating, AC Contractors· 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FARBER HASS HURLEY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENECO SYSTEMS, LLC | 41-2046279 | — | NONE | $77K | — |
Investments
10 direct securities · 19 pooled funds· $26.0M(100% 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.
Common Collective Trust
$24.7M
19 holdings
Uncategorized
$1.3M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH INDEX+ MOD 2045 FUND GREAT GRAY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $7.6M | 29.3% | |
| FLEXPATH INDEX+ MOD RETIREMENT FUND GREAT GRAY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $5.7M | 22.0% | |
| FLEXPATH INDEX+ MOD 2055 FUND GREAT GRAY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $4.8M | 18.3% | |
| FLEXPATH INDEX+ MOD 2035 FUND GREAT GRAY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $2.1M | 8.2% | |
| FLEXPATH INDEX+ CONSERV RETIRE FUND GREAT GRAY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $1.0M | 4.0% | |
| LARGE CAP GROWTH FUND GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $900K | 3.5% | |
| FLEXPATH INDEX+ CONSERV 2035 FUND GREAT GRAY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $838K | 3.2% | |
| FLEXPATH INDEX+ CONSERV 2045 FUND GREAT GRAY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $572K | 2.2% | |
| BLACKROCK EQUITY INDEX FUND GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $425K | 1.6% | |
| Participant Loans 5.25% - 10.50% -0- | — | — | — | $399K | 1.5% | |
| Mid Atlantic Trust Co. T. Rowe Price New Horizons Fund | — | — | — | $345K | 1.3% | |
| FLEXPATH INDEX+AGGRESSIVE 2035 FUND GREAT GRAY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $297K | 1.1% | |
| INTERNATIONAL GROWTH FUND II GREAT GRAY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $204K | 0.8% | |
| Registered investment companies - * Mid Atlantic Trust Co. American Funds New Perspective Fund | — | — | — | $176K | 0.7% | |
| LARGE CAP VALUE FUND GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $125K | 0.5% | |
| Mid Atlantic Trust Co. Vanguard Short-Term Federal Fund Admiral | — | — | — | $115K | 0.4% | |
| Mid Atlantic Trust Co. T. Rowe Price Balanced Fund | — | — | — | $72K | 0.3% | |
| Mid Atlantic Trust Co. T. Rowe Price Extended Market Index Fund | — | — | — | $68K | 0.3% | |
| Mid Atlantic Trust Co. Fidelity Advisor Total Bond I | — | — | — | $57K | 0.2% | |
| FLEXPATH INDEX+AGGRESSIVE 2045 FUND GREAT GRAY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $49K | 0.2% | |
| FLEXPATH INDEX+AGGRESSIVE 2055 FUND GREAT GRAY · EIN 47-2916729 / PN 237 | Common Collective Trust | — | — | $33K | 0.1% | |
| BLACKROCK EAFE EQUITY INDEX FUND GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $32K | 0.1% | |
| Mid Atlantic Trust Co. Fidelity Int'l Small Cap Opp | — | — | — | $28K | 0.1% | |
| Money market account - * Mid Atlantic Trust Co. Vanguard Treasury MMKT Fund | — | — | — | $14K | <0.1% | |
| FLEXPATH INDEX+AGGR RETIREMENT FUND GREAT GRAY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $13K | <0.1% | |
| Mid Atlantic Trust Co. Principal Global Real Estate Securities Fund | — | — | — | $5K | <0.1% | |
| AUL STABLE VALUE ACCOUNT CL B ONE AMERICA · EIN 35-0145825 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ MOD 2025 FUND GREAT GRAY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX+ CONSERV 2025 FUND GREAT GRAY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% |
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