Plan Snapshot
- Plan Sponsor: California Hydronics Corporation
- Sponsor EIN: 941394204
- Sponsor Address: 2293 TRIPALDI WAY, HAYWARD, CA, 94545
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $31.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 173 | $31.4M | $0 | $1.6M |
| 2023 | 172 | $27.5M | $0 | $1.6M |
| 2022 | 162 | $25.6M | $0 | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $106,718 | $3 | $106,721 |
| WELLTH ADVISORY SERVICES, LLC | Other Service Provider | — | $22,963 | $22,963 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | — | $20,781 | $20,781 |
| SENSIBA | Auditor | $17,250 | — | $17,250 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $5,075 | — | $5,075 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
- SENSIBA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $172,790
- Estimated Expense Ratio: 0.551% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $129,682 | $23,603 | $105,179 | — | — |
| 2023 | $109,498 | $11,941 | $97,007 | — | — |
| 2022 | $121,061 | — | — | — | — |