# Hdr, INC. DC Plan
Source: https://planprovider.pro/companies/hdr-inc-plan

> Hdr, INC.'s DC plan: 12,137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CREATIVE PLANNING HOLDCO LLC](https://planprovider.pro/provider/creative-planning) — NONE

- [KUTAK ROCK LLP](https://planprovider.pro/provider/kutak-rock-llp) — NONE

- [ERNST & YOUNG US LLP](https://planprovider.pro/provider/ernst-and-young-llp) — NONE

- [FISHER INVESTMENTS](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — 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|

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

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