Plan Ledger DOL Form 5500 · updated monthly

H. D. Fowler Company, Inc.401(k)

H. D. FOWLER COMPANY PROFIT SHARING AND SALARY DEFERRAL PLAN · BELLEVUE, WA · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

H. D. Fowler Company, Inc. reported $85,964 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $12,335 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.07% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 161st-largest of 1,714 plans among Washington employers on file, and the 379th of 4,246 in wholesale trade. In 2024, the employer put in $1.88 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$111,271,134
Participants with balances764
Active participants632
Employer contributions$7,795,533
Employee contributions$4,154,714
Employer contribution per active participant$12,335
Average account balance$145,643
Benefits paid to participants$19,322,934
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$111.3M · 764 accts · $7.8M emplr
2023$102.6M · 762 accts · $10.1M emplr
2022$79.3M · 741 accts · $6.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,636
Investment management$68,328
Total administrative$85,964
The H. D. Fowler Company, Inc. 401(k) match · 2024
Employer contribution per active participant$12,335
Median for plans this size$3,635
2024$12,335 per active participant
2023$15,815 per active participant
2022$10,869 per active participant

H. D. Fowler Company, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$68,328
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$17,636

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$85,964 · 0.08%
2023$74,312 · 0.08%
2022$62,954 · 0.07%
Same employer
Similar plansWholesale Trade · Washington
Sanmar Corporation WA$204.3M · 0.13%
Gensco, Inc. WA$153.8M · 0.11%
The Odom Corporation WA$126.6M · 0.16%
Kongsberg Maritime, Inc. WA$95.4M · 0.18%
West Coast Paper Company WA$87.6M · 0.19%
Metrie Inc. WA$84.9M · 0.06%
Harbor Foods Group Inc. WA$77.0M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910534909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.