Plan Snapshot
- Plan Sponsor: Cma/Flodyne/Hydradyne, INC.
- Sponsor EIN: 391745147
- Sponsor Address: 3265 GATEWAY ROAD, SUITE 300, BROOKFIELD, WI, 53045
- Plan Type: 401(k)
- Total Participants: 146
- Total Assets: $37.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 146 | $37.8M | $583,640 | $976,390 |
| 2023 | 150 | $33.3M | $642,411 | $958,372 |
| 2022 | 142 | $28.4M | $631,987 | $875,087 |
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 |
|---|---|---|---|---|
| CHORTEK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHORTEK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $135,979 | $33,162 | — | — | — |
| 2023 | $150,132 | — | — | — | — |
| 2022 | $141,724 | — | — | — | — |