# Michael & Susan Dell Foundation 401(k) Plan
Source: https://planprovider.pro/companies/michael-susan-dell-foundation-401k-plan

> Michael & Susan Dell Foundation's 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Michael & Susan Dell Foundation

- **Sponsor EIN:** 364336415

- **Sponsor Address:** 4417 WESTLAKE DRIVE, AUSTIN, TX, 78746

- **Plan Type:** 401(k)

- **Total Participants:** 95

- **Total Assets:** $46.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|95|$46.5M|$1.9M|$1.3M|

| 2023|91|$40.4M|$1.9M|$1.2M|

| 2022|88|$31.7M|$1.5M|$1.2M|

## 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|

| CAPFINANCIAL PARTNERS LLC|ADVISOR|$63,512|—|$63,512|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$19,483|—|$19,483|

| ARMANINO LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ARMANINO LLP](https://planprovider.pro/provider/armanino-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $82,995

- **Estimated Expense Ratio:** 0.179% 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|$82,995|$63,512|—|—|—|

| 2023|$54,754|$49,415|$300|—|—|

| 2022|$1,347,624|—|$27,532|—|—|

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