Plan Snapshot
- Plan Sponsor: Hydrite Chemical Co.
- Sponsor EIN: 390364390
- Sponsor Address: 17385 GOLF PARKWAY, BROOKFIELD, WI, 530455831
- Plan Type: 401(k)
- Total Participants: 1,015
- Total Assets: $268.9M
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 | 1,015 | $268.9M | $9.1M | $8.8M |
| 2023 | 1,004 | $245.3M | $8.9M | $8.6M |
| 2022 | 1,014 | $132.7M | $3.4M | $8.6M |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | Investment Advisor | $101,203 | $84 | $101,287 |
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $81,793 | — | $81,793 |
| FRANCIS INVESTMENT COUNSEL LLC | Investment Advisor | $53,805 | $34 | $53,839 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — Investment Advisor
- FRANCIS INVESTMENT COUNSEL LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $236,919
- 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 | $236,804 | $145,016 | $81,793 | — | — |
| 2023 | $119,756 | $49,403 | $70,353 | — | — |
| 2022 | $21,773 | — | $21,773 | — | — |