Plan Snapshot
- Plan Sponsor: The David And Lucile Packard Foundation
- Sponsor EIN: 942278431
- Sponsor Address: 343 SECOND STREET, LOS ALTOS, CA, 94022
- Plan Type: DC
- Total Participants: 98
- Total Assets: $39.0M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 98 | $39.0M | $0 | $1.8M |
| 2023 | 100 | $32.3M | $0 | $1.6M |
| 2022 | 89 | $26.9M | $686 | $1.5M |
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 — 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 | $240 | $1,329 | — | — | — |
| 2023 | $509 | $1,749 | — | — | — |
| 2022 | -$1,511 | $1,066 | — | — | — |