# Fellowes, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fellowes-inc-401k-plan

> Fellowes, INC.'s 401(k) plan: 612 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$105,589|—|$105,589|

| GALLAGHER BENEFIT SERVICES INC DBA|INVESTMENT ADVISOR|$50,000|—|$50,000|

| EIDE BAILLY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [EIDE BAILLY, LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $155,589

- **Estimated Expense Ratio:** 0.113% 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|$155,589|$50,000|—|—|—|

| 2023|$169,189|$50,000|$113,125|$6,635|—|

| 2022|$204,470|$50,000|$142,396|—|$11,340|

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