Plan Snapshot
- Plan Sponsor: The William And Flora Hewlett Foundation
- Sponsor EIN: 941655673
- Sponsor Address: 2121 SAND HILL ROAD, MENLO PARK, CA, 94025
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 134
- Total Assets: $111.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 134 | $111.1M | $3.6M | $2.2M |
| 2023 | 133 | $94.4M | $3.3M | $2.1M |
| 2022 | 123 | $78.0M | $2.9M | $1.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $23,094 | — | $23,094 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,094
- Estimated Expense Ratio: 0.021% 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 | $22,769 | — | — | — | — |
| 2023 | $22,703 | — | $300 | — | — |
| 2022 | $22,715 | — | — | — | — |