Plan Snapshot
- Plan Sponsor: 7-Eleven, INC.
- Sponsor EIN: 751085131
- Sponsor Address: 3200 HACKBERRY RD, IRVING, TX, 75063
- Plan Type: 401(k)
- Total Participants: 66,965
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 66,965 | $1.0B | $31.1M | $63.6M |
| 2023 | 61,061 | $977.2M | $33.1M | $63.5M |
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 | $1,119,475 | — | $1,119,475 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $250,950 | — | $250,950 |
| FIDUCIENT ADVISORS LLC | Investment Advisor | $222,386 | — | $222,386 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $146,496 | — | $146,496 |
| CROWE LLP | Auditor | $6,799 | — | $6,799 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,746,106
- Estimated Expense Ratio: 0.167% 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 | $1,743,748 | — | — | — | — |
| 2023 | $896,909 | — | — | — | — |