Plan Snapshot
- Plan Sponsor: Hunter Douglas, INC
- Sponsor EIN: 132614416
- Sponsor Address: 55 WEST 46TH STREET, NEW YORK, NY, 10036
- Plan Type: 401(k)
- Total Participants: 3,506
- Total Assets: $528.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,506 | $528.9M | $12.7M | $18.5M |
| 2023 | 3,663 | $498.1M | $18.3M | $19.2M |
| 2022 | 4,887 | $457.3M | $22.2M | $21.7M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC. | INVEST ADVISOR | $406,309 | — | $406,309 |
| VOYA INSTITUTIONAL PLAN SERVICES | RECORD KEEPER | $321,860 | — | $321,860 |
| MORGAN STANLEY | INVEST ADVISOR | $98,054 | — | $98,054 |
| BECHER DELLA TORRE GOTTO & CO. | AUDITOR | $22,400 | — | $22,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VOYA RETIREMENT ADVISORS, LLC. — INVEST ADVISOR
- MORGAN STANLEY — INVEST ADVISOR
- BECHER DELLA TORRE GOTTO & CO. — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $848,623
- Estimated Expense Ratio: 0.160% 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 | $848,622 | $504,362 | $22,275 | $22,400 | — |
| 2023 | $786,666 | $420,279 | $25,052 | $21,700 | — |
| 2022 | $680,854 | — | — | — | — |