Plan Ledger DOL Form 5500 · updated monthly

Hydroform USA, Inc.401(k)

HYDROFORM USA, INC. PROFIT SHARING PLAN AND TRUST · CARSON, CA · plan year 2024

Reported admin expense ratio · 2024
0.56%

Hydroform USA, Inc. reported $37,193 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.559%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (6,339th of 9,483), and 10,182nd of 13,661 in manufacturing.

Plan summary
Net assets, end of year$6,989,171
Participants with balances116
Active participants134
Employer contributions—
Employee contributions$273,367
Employer contribution per active participant—
Average account balance$60,251
Benefits paid to participants$361,279
Plan auditUnmodified (clean) audit opinion
AuditorA. PORTER, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 116 accts
2023$6.3M · 118 accts
2022$5.6M · 117 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,639
Investment management$16,554
Total administrative$37,193
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 · Recordkeeping · Loan processing$21,759
UNITED PLANNERS FINANCIAL SERVICES · Investment advisory (plan)$15,434

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$37,193 · 0.56%
2023$33,725 · 0.57%
2022$34,527 · 0.56%
Same employer
Similar plansManufacturing · California
Wintec Industries, Inc. CA$7.0M · 0.45%
General Tool Inc CA$7.0M · 0.74%
Square-H Brands, Inc. CA$7.0M · 0.56%
Irwin Naturals CA$7.0M · 1.01%
Killion Industries, Inc. CA$7.0M · 0.37%
Donsuemor, Inc. CA$7.0M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953767134 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.