# Cma/Flodyne/Hydradyne, INC. DC Plan
Source: https://planprovider.pro/companies/cma-flodyne-hydradyne-inc-plan-001

> Cma/Flodyne/Hydradyne, INC.'s DC plan: 146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cma/Flodyne/Hydradyne, INC.

- **Sponsor EIN:** 391745147

- **Sponsor Address:** 3265 GATEWAY ROAD, SUITE 300, BROOKFIELD, WI, 53045

- **Plan Type:** DC

- **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|

| COMMONWEALTH FINANCIAL NETWORK|INVESTMENT ADVISORY|$33,162|—|$33,162|

| CHORTEK LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [COMMONWEALTH FINANCIAL NETWORK](https://planprovider.pro/provider/commonwealth-financial-network) — INVESTMENT ADVISORY

- [CHORTEK LLP](https://planprovider.pro/provider/chortek-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $33,162

- **Estimated Expense Ratio:** 0.088% 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|$135,979|$33,162|—|—|—|

| 2023|$150,132|—|—|—|—|

| 2022|$141,724|—|—|—|—|

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