Plan Snapshot
- Plan Sponsor: Hunter Douglas, INC.
- Sponsor EIN: 132614416
- Sponsor Address: ONE DUETTE WAY, BROOMFIELD, CO, 80020
- Plan Type: DB
- Total Participants: 0
- Total Assets: $15.1M
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 | 0 | $15.1M | $0 | $0 |
| 2023 | 705 | $151.5M | $0 | $0 |
| 2022 | 896 | $150.3M | $0 | $0 |
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 |
|---|---|---|---|---|
| OCTOBER THREE CONSULTING LLC | NONE | $1,034,033 | — | $1,034,033 |
| PARTNERS CAPITAL INV GRP, LLC | NONE | $554,911 | — | $554,911 |
| BANK OF AMERICA | NONE | $74,419 | — | $74,419 |
| MORGAN STANLEY | NONE | $15,450 | — | $15,450 |
| BDG-CPAS | NONE | $14,150 | — | $14,150 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — NONE
- BDG-CPAS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,692,963
- Estimated Expense Ratio: 11.178% 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 | $4,523,281 | $760,686 | $74,419 | $20,600 | — |
| 2023 | $1,284,724 | $748,296 | $75,433 | $9,000 | — |
| 2022 | $1,634,573 | $864,667 | $28,373 | — | $148,685 |