AUMdb

The William And Flora Hewlett Foundation 403(b) Plan

Sponsored by The William And Flora Hewlett Foundation · EIN 941655673 · Plan #001

Total assets
$111M
Net assets
$111M
Active participants
134
With balances
255

Plan year beginning 01/01/2024 · Default investment account (QDIA), Participant-directed brokerage accounts

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $23,094