Plan Snapshot
- Plan Sponsor: Hydrite Chemical Company
- Sponsor EIN: 390364390
- Sponsor Address: 17385 GOLF PARKWAY, BROOKFIELD, WI, 530451128
- Plan Type: DC
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $0 | $0 |
| 2023 | 0 | $512 | $0 | $0 |
| 2022 | 841 | $91.6M | $5.1M | $0 |
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 |
|---|---|---|---|---|
| DANA INVESTMENT ADVISORS | Other Service Provider | $113,284 | — | $113,284 |
| ONEAMERICA | Other Service Provider | $113,262 | — | $113,262 |
| REGAL BAY INVESTMENT GROUP, LLC | Other Service Provider | $43,380 | — | $43,380 |
| FIDUCIARY MANAGEMENT, INC. | Other Service Provider | $41,288 | — | $41,288 |
| A.D. BEADELL INVESTMENT COUNSEL, IN | Other Service Provider | $24,530 | — | $24,530 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $335,744
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 | — | — | — | — | — |
| 2023 | $137,981 | $90,852 | — | — | — |
| 2022 | $423,128 | $270,153 | $103,286 | — | — |