Plan Snapshot
- Plan Sponsor: Fellowes, INC.
- Sponsor EIN: 360770670
- Sponsor Address: 1789 NORWOOD AVENUE, ITASCA, IL, 60143
- Plan Type: 401(k)
- Total Participants: 612
- Total Assets: $137.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 612 | $137.1M | $2.1M | $5.0M |
| 2023 | 765 | $129.2M | $2.2M | $5.2M |
| 2022 | 768 | $119.9M | $2.2M | $5.1M |
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 |
|---|---|---|---|---|
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $155,589 | $50,000 | — | — | — |
| 2023 | $169,189 | $50,000 | $113,125 | $6,635 | — |
| 2022 | $204,470 | $50,000 | $142,396 | — | $11,340 |