Plan Snapshot
- Plan Sponsor: Bj'S Wholesale Club INC
- Sponsor EIN: 043360747
- Sponsor Address: 350 CAMPUS DRIVE, MARLBOROUGH, MA, 01752
- Plan Type: 401(k)
- Total Participants: 34,191
- Total Assets: $661.1M
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 | 34,191 | $661.1M | $15.1M | $46.5M |
| 2023 | 31,034 | $584.5M | $14.5M | $44.6M |
| 2022 | 4,706 | $488.9M | $7.9M | $19.5M |
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 | $720,051 | — | $720,051 |
| ROCATON INVESTMENT ADVISORS, LLC | INVESTMENT ADVISOR | $68,703 | — | $68,703 |
| CLIFTON LARSON ALLEN LLP | ACCOUNTANT/AUDITOR | $30,450 | — | $30,450 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $13,320 | — | $13,320 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CLIFTON LARSON ALLEN LLP — ACCOUNTANT/AUDITOR
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $832,524
- Estimated Expense Ratio: 0.126% 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 | $832,524 | $82,023 | $600 | $30,450 | — |
| 2023 | $739,285 | $62,203 | $1,200 | $52,300 | — |
| 2022 | $182,463 | — | — | — | — |