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Sponsor portfolio

HYDRAULIC CONTROLS, INC.

EIN 93-0702234-industrial automation-Latest filing 2024
Plans
3
Retirement
2
$61.6M assets
Welfare
1
Participants
603
2040 COMMERCE AVE. - CONCORD, CA 94520510-658-8300hydraulic-controls.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
3 filings
#003ESOP-$42.0M - 227 part#002401k-$19.6M - 206 part#504Fully Insured-166 lives

Retirement portfolio analytics

2 plans aggregated / $61.6M assets / 433 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • EMPLOYEE STOCK OWNERSHIP (#003)68%
  • CONTROLS, INC. 401(K) (#002)32%
Total $61.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • (Not disclosed)68%
  • MERRILL LYNCH PIERCE FENNER & SMITH32%
Total $61.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)227
  • CONTROLS, INC. 401(K) (#002)206
Total 433Click row to drill in

Benefits portfolio analytics

1 plan / $0 premiums / 166 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
0%top
  • SYMETRA LIFE INSURANCE COMPANY0%
Total $01 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HEFFERNAN INSURANCE BROKERS100%
Total $16K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HYDRAULIC CONTROLS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$42.0M
Participants227
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HYDRAULIC CONTROLS, INC. 401(K) PLAN

401k

Assets$19.6M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

HYDRAULIC CONTROLS, INC.

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$0
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003HYDRAULIC CONTROLS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$42.0M2272024
002HYDRAULIC CONTROLS, INC. 401(K) PLAN401k$19.6M2062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504HYDRAULIC CONTROLS, INC.Fully InsuredSYMETRA LIFE INSURANCE COMPANY$01662024
Retirement plans
Welfare plans
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