# Donaldson Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/donaldson-company-inc-401k-plan

> Donaldson Company, INC.'s 401(k) plan: 5,936 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Donaldson Company, INC.

- **Sponsor EIN:** 410222640

- **Sponsor Address:** PO BOX 1299, MINNEAPOLIS, MN, 554401299

- **Plan Type:** 401(k)

- **Plan Number:** 007

- **Total Participants:** 5,936

- **Total Assets:** $942.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|5,936|$942.7M|$0|$0|

| 2024|4,348|$827.0M|$22.2M|$29.0M|

| 2023|4,227|$745.2M|$20.3M|$26.3M|

| 2022|4,213|$656.0M|$18.2M|$24.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$297,328|—|$297,328|

| STRATEGIC ADVISORS, INC.|Investment Advisor|$145,544|—|$145,544|

| MERCER INVESTMENTS LLC|Investment Advisor|$61,440|—|$61,440|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $504,312

- **Estimated Expense Ratio:** 0.053% 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|

| 2025|$107,751,332|$145,544|—|—|—|

| 2024|$565,951|$100,497|—|—|—|

| 2023|$483,471|$167,176|—|—|—|

| 2022|$556,213|$64,014|—|—|—|

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