Retirement plan

FELLOWES, INC. 401(K) RETIREMENT PLAN

Name: FELLOWES, INC. - FELLOWES, INC. 401(K) RETIREMENT PLAN (2022) Form 5500
Creator: FELLOWES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FELLOWES, INC. 401(K) RETIREMENT PLAN, FELLOWES, INC.

FELLOWES, INC.dba FELLOWES BRANDSEIN 36-0770670Plan #001PY 2022

1789 NORWOOD AVENUE - ITASCA, IL 601431095630-893-1600

Other plans on this EIN

1 filing

#002Retirement-$30.4M assets

Prospect flagsFailed to transmit contributionsCorrective distributions

Top hat statement on fileNQDC

Filed June 1, 2026 (most recent of 5 filings on file)

Plan administrator

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1789 Norwood Ave

Itasca, IL 60143

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Plans declared (5)

Strategic Growth Incentive Plan31 emp
Phantom Stock Plan1 emp
Fellowes, Inc. Non-Qualified Deferred Compensation Plan18 emp
Fellowes, Inc. Deferred Compensation Plan3 emp
Fellowes, Inc. Deferred Compensation Plan for Stock Options1 emp

Total covered: 54 employees

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Total assets (EOY)

$119.9M

-16.1% from 2021

Total participants

1,026

+3.0% from 2021

Average account balance

$118,240

-18.0% from 2021

Annual return

-13.63%

-23.61 pp from 2021

Benchmarks

See 1,172 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,172 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$137.10M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$154K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

889

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7.11M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.95%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$175

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
PRUDENTIAL RETIREMENT INSURANCE AND7+ years Service code 13 · EIN 06-1050034	Contract Administrator	$142,397
GALLAGHER FIDUCIARY ADVISORS, LLC7+ years Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971	Advisory (Plan)	$25,000
KESTRA INVESTMENT SERVICES LLC2 years Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359	Advisory (Plan)	$25,000
CROWE LLP1 year Service code 10 · EIN 35-0921680	Accounting	$11,340

Plan features & details

Pension benefit codes2E2F2G2J2K2T2S3F3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$204K

$266 / participant

Investment mgmt$50K24.5%
Contract admin$142K69.6%
Other / not subdivided$12K5.9%

% of EOY assets

0.171%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CROWE LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$118,240

$81,948+44.3%

$90,766+30.3%

$64,824+82.4%

Participation rate

98.4%

80.5%+18.0pp

75.7%+22.7pp

71.5%+27.0pp

Annual return

-13.63%

-12.53%-1.1pp

-12.16%-1.5pp

32.84%-46.5pp

Employer contribution / active EE

$2,812

$3,067-8.3%

$2,922-3.8%

$2,507+12.2%

Participant deferral / active EE

$6,607

$4,844+36.4%

$4,565+44.7%

$4,311+53.3%

Admin fee / account holder

$202

$157+28.4%

$8,446-97.6%

$188+7.4%

Provider

Service type

Compensation

PRUDENTIAL RETIREMENT INSURANCE AND7+ years

Service code 13 · EIN 06-1050034

Contract Administrator

$142,397

GALLAGHER FIDUCIARY ADVISORS, LLC7+ years

Filed as: GALLAGHER BENEFIT SERVICES, INC.

Service code 27 · EIN 36-4291971

Advisory (Plan)

$25,000

KESTRA INVESTMENT SERVICES LLC2 years

Filed as: KESTRA ADVISORY SERVICES LLC

Service code 27 · EIN 35-2552359

Advisory (Plan)

$25,000

CROWE LLP1 year

Service code 10 · EIN 35-0921680

Accounting

$11,340

FELLOWES, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (5)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FELLOWES, INC. 401(K) RETIREMENT PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (5)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion