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

> Donaldson Company, INC.'s 401(k) plan: 4,348 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 410222640

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

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

- **Total Participants:** 4,348

- **Total Assets:** $827.0M

## 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.|

| 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|$336,255|—|$336,255|

| MERCER INVESTMENTS LLC|ACTUARY|$128,833|—|$128,833|

| STRATEGIC ADVISORS, INC.|ADVISOR|$100,497|—|$100,497|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $565,585

- **Estimated Expense Ratio:** 0.068% 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|

| 2024|$565,951|$100,497|—|—|—|

| 2023|$483,471|$167,176|—|—|—|

| 2022|$556,213|$64,014|—|—|—|

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