Plan Snapshot
- Plan Sponsor: Hdr, INC.
- Sponsor EIN: 470663756
- Sponsor Address: 1917 S. 67TH ST., OMAHA, NE, 681062973
- Plan Type: 401(k)
- Plan Number: 007
- Total Participants: 17,345
- Total Assets: $8.8B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 17,345 | $8.8B | $0 | $0 |
| 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 | Other Service Provider | $864,339 | — | $864,339 |
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $249,580 | — | $249,580 |
| ARGENT TRUST COMPANY | Other Service Provider | $234,381 | — | $234,381 |
| CREATIVE PLANNING HOLDCO LLC | Other Service Provider | $60,000 | — | $60,000 |
| KUTAK ROCK LLP | Other Service Provider | $52,623 | — | $52,623 |
| ERNST YOUNG US LLP | Other Service Provider | $37,000 | — | $37,000 |
| FISHER INVESTMENTS | Other Service Provider | $28,128 | — | $28,128 |
| CARDINAL POINT CAPITAL MANAGEM | Other Service Provider | $27,954 | — | $27,954 |
| CREATIVE PLANNING LLC | Other Service Provider | $18,366 | — | $18,366 |
| ZENITH FINANCIAL PLANNING INC | Other Service Provider | $16,725 | — | $16,725 |
| MCADAM LLC | Other Service Provider | $8,157 | — | $8,157 |
| HIGHTOWER ADVISORS LLC | Other Service Provider | $7,917 | — | $7,917 |
| FOCUS PARTNERS WEALTH LLC | Other Service Provider | $6,319 | — | $6,319 |
| GREAT WATERS WEALTH MANAGEMENT | Other Service Provider | $5,739 | — | $5,739 |
| EVEREST FINANCIAL GROUP LLC | Other Service Provider | $5,660 | — | $5,660 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,622,888
- Estimated Expense Ratio: 0.018% 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 |
|---|---|---|---|---|---|
| 2025 | $732,541,898 | $356,409 | $486,718 | $88,950 | — |
| 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 |