# Hunter Douglas, INC. DB Plan
Source: https://planprovider.pro/companies/hunter-douglas-inc-plan-002

> Hunter Douglas, INC.'s DB plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

- [BDG-CPAS](https://planprovider.pro/provider/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|

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