# Fortive Corporation DC Plan
Source: https://planprovider.pro/companies/fortive-corporation-plan-001

> Fortive Corporation's DC plan: 9,525 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fortive Corporation

- **Sponsor EIN:** 475654583

- **Sponsor Address:** 6920 SEAWAY BLVD, EVERETT, WA, 982035829

- **Plan Type:** DC

- **Total Participants:** 9,525

- **Total Assets:** $2.1B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|9,525|$2.1B|$62.9M|$96.5M|

| 2023|9,399|$1.9B|$61.0M|$94.3M|

| 2022|11,898|$1.6B|$57.5M|$90.3M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$510,889|—|$510,889|

| FIDELITY INV'S INST'L OP'S CO, LLC|RECORDKEEPER|$380,004|—|$380,004|

| R.V. KUHNS & ASSOCIATES INC|CONSULTANT|$114,160|—|$114,160|

| SEYFARTH SHAW|ATTORNEY / LEGAL|$75,469|—|$75,469|

| ERNST & YOUNG LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [FIDELITY INV'S INST'L OP'S CO, LLC](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SEYFARTH SHAW](https://planprovider.pro/provider/goldman-sachs) — ATTORNEY / LEGAL

- [ERNST & YOUNG LLP](https://planprovider.pro/provider/ernst-and-young-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,080,522

- **Estimated Expense Ratio:** 0.051% 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|$1,295,873|$420,725|$2,400|—|—|

| 2023|$1,036,936|$459,858|—|—|—|

| 2022|$1,232,198|—|—|—|$1,232,198|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fortive-corporation-plan-001)

© 2026 PlanProvider.Pro