Plan Snapshot
- Plan Sponsor: Hdr, INC.
- Sponsor EIN: 470663756
- Sponsor Address: 1917 S. 67TH ST., OMAHA, NE, 681062973
- Plan Type: DC
- Total Participants: 12,137
- Total Assets: $7.7B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 12,137 | $7.7B | $26.0M | $164.7M |
| 2023 | 11,364 | $6.3B | $24.4M | $149.6M |
| 2022 | 10,554 | $5.0B | $21.9M | $132.5M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $817,629 | — | $817,629 |
| PRINCIPAL LIFE INSURANCE COMPANY | NONE | $231,413 | — | $231,413 |
| ARGENT TRUST COMPANY | NONE | $201,925 | — | $201,925 |
| CREATIVE PLANNING HOLDCO LLC | NONE | $80,000 | — | $80,000 |
| KUTAK ROCK LLP | NONE | $79,748 | — | $79,748 |
| ERNST & YOUNG US LLP | NONE | $34,980 | — | $34,980 |
| CARDINAL POINT CAPITAL MANAGEM | NONE | $15,397 | — | $15,397 |
| KWMG LLC | NONE | $12,553 | — | $12,553 |
| FISHER INVESTMENTS | NONE | $10,077 | — | $10,077 |
| CREATIVE PLANNING LLC | NONE | $8,793 | — | $8,793 |
| MCADAM LLC | NONE | $7,105 | — | $7,105 |
| GREAT WATERS WEALTH MANAGEMENT | NONE | $5,246 | — | $5,246 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- CREATIVE PLANNING HOLDCO LLC — NONE
- KUTAK ROCK LLP — NONE
- ERNST & YOUNG US LLP — NONE
- FISHER INVESTMENTS — NONE
- CREATIVE PLANNING LLC — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,504,866
- Estimated Expense Ratio: 0.020% 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 | $1,649,736 | $411,901 | $428,144 | $53,022 | — |
| 2023 | $1,416,709 | $229,243 | $481,623 | — | — |
| 2022 | $1,496,824 | $149,455 | — | — | $505,423 |