# The David And Lucile Packard Foundation DC Plan
Source: https://planprovider.pro/companies/the-david-and-lucile-packard-foundation-plan-002

> The David And Lucile Packard Foundation's DC plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The David And Lucile Packard Foundation

- **Sponsor EIN:** 942278431

- **Sponsor Address:** 343 SECOND STREET, LOS ALTOS, CA, 940223632

- **Plan Type:** DC

- **Total Participants:** 151

- **Total Assets:** $71.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|151|$71.0M|$4.1M|$0|

| 2023|156|$61.0M|$3.8M|$0|

| 2022|138|$50.8M|$3.3M|$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|

| HOOD & STRONG, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HOOD & STRONG, LLP](https://planprovider.pro/provider/hood-and-strong-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$403|$1,653|—|—|—|

| 2023|$1,356|$3,099|—|—|—|

| 2022|-$3,054|$1,851|—|—|—|

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