William and Flora Hewlett Foundation 403(b) match, vesting and fees
What William and Flora Hewlett Foundation's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Hood & Strong LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| William and Flora Hewlett Foundation: employer contribution per participant | $14,075 | |
| Peer median | $1,803 |
| William and Flora Hewlett Foundation: average balance | $435,732 | |
| Peer median | $48,934 |
| William and Flora Hewlett Foundation: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.31% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $92.6M at the end of plan year 2021 to $111M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 259 | $111M | $3.6M | $14,075 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 254 | $94.4M | $3.3M | $13,389 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 245 | $78M | $2.9M | $12,258 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 236 | $92.6M | $2.8M | $11,892 | 0.01% | Not published | Form 5500 ↗ |
Common questions
Does William and Flora Hewlett Foundation match 401(k) contributions?
The match terms for the The William and Flora Hewlett Foundation 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $3.6M in employer contributions, about $14,075 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the William and Flora Hewlett Foundation 401(k) match vested?
The vesting schedule for the The William and Flora Hewlett Foundation 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the William and Flora Hewlett Foundation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The William and Flora Hewlett Foundation.
I left William and Flora Hewlett Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The William and Flora Hewlett Foundation, (650) 234-4500) or the recordkeeper, Fidelity Investments Institutional. The William and Flora Hewlett Foundation old 401(k) page lists the contacts from every plan filing. Find an old William and Flora Hewlett Foundation 401(k)
Data from the public Form 5500 annual reports William and Flora Hewlett Foundation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with William and Flora Hewlett Foundation. Not financial advice. Report a correction · Methodology