Plan Ledger DOL Form 5500 · updated monthly

Cma/Flodyne/Hydradyne, Inc.401(k)

CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN · BROOKFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.38%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Cma/Flodyne/Hydradyne, Inc. reported $135,979 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $3,998 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.47% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 518th-largest of 1,936 plans among Wisconsin employers on file, and the 3,457th of 11,654 in professional & technical services. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,838,175
Participants with balances181
Active participants146
Employer contributions$583,640
Employee contributions$976,390
Employer contribution per active participant$3,998
Average account balance$209,051
Benefits paid to participants$1,291,402
Plan auditUnmodified (clean) audit opinion
AuditorCHORTEK LLP
Plan history3
Yearassets · accounts · employer contribution
2024$37.8M · 181 accts · $584K emplr
2023$33.3M · 169 accts · $642K emplr
2022$28.4M · 171 accts · $632K emplr
Administrative expenses, itemized · 2024
Investment management$33,162
Total administrative$135,979
The Cma/Flodyne/Hydradyne, Inc. 401(k) match · 2024
Employer contribution per active participant$3,998
Median for plans this size$2,416
2024$3,998 per active participant
2023$4,283 per active participant
2022$4,451 per active participant

Cma/Flodyne/Hydradyne, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK LIFE INSURANCE CO USA · Recordkeeping · Investment management$1,172
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (participants)$33,162

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$135,979 · 0.38%
2023$150,132 · 0.49%
2022$141,724 · 0.47%
All plans at this employer2
CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN401(k)
CMA/FLODYNE/HYDRADYNE, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 391745147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.