Plan Snapshot
- Plan Sponsor: Hydraulics International, INC.
- Sponsor EIN: 952985753
- Sponsor Address: 9201 INDEPENDENCE AVE, CHATSWORTH, CA, 91311
- Plan Type: 401(k)
- Total Participants: 401
- Total Assets: $27.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 401 | $27.2M | $664,868 | $1.4M |
| 2023 | 395 | $23.9M | $632,315 | $1.3M |
| 2022 | 429 | $20.1M | $559,930 | $1.2M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT/FINANCIAL ADVI | $61,592 | — | $61,592 |
| ADP, INC. | RECORD KEEPER | $36,576 | — | $36,576 |
| PLANCHECK CPAS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- PLANCHECK CPAS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $98,168
- Estimated Expense Ratio: 0.362% 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 | $98,168 | $61,592 | — | — | — |
| 2023 | $94,263 | $51,884 | — | — | — |
| 2022 | $88,738 | — | — | — | — |