Plan Snapshot
- Plan Sponsor: Hd Fowler Company
- Sponsor EIN: 910534909
- Sponsor Address: 3633 136TH PLACE SE, BELLEVUE, WA, 98006
- Plan Type: 401(k)
- Total Participants: 632
- Total Assets: $111.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 632 | $111.3M | $7.8M | $4.2M |
| 2023 | 637 | $102.6M | $10.1M | $4.0M |
| 2022 | 613 | $79.3M | $6.7M | $3.9M |
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. | Investment Advisor | $68,328 | — | $68,328 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $17,636 | — | $17,636 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,964
- Estimated Expense Ratio: 0.077% 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 | $85,964 | $68,328 | $300 | — | — |
| 2023 | $74,312 | $59,856 | — | — | — |
| 2022 | $62,954 | $51,929 | — | — | — |