# The William And Flora Hewlett Foundation 403(b) Plan
Source: https://planprovider.pro/companies/the-william-and-flora-hewlett-foundation-941655673-001

> The William And Flora Hewlett Foundation's 403(b) plan: 134 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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