# Bj'S Wholesale Club INC 401(k) Plan
Source: https://planprovider.pro/companies/bj-s-wholesale-club-inc-401k-plan-001

> Bj'S Wholesale Club INC's 401(k) plan: 34,191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — ACCOUNTANT/AUDITOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|—|

## Similar Plans

- [Christianbook, LLC](https://planprovider.pro/companies/christianbook-llc-401k-plan) — 464 participants

- [Insa, INC.](https://planprovider.pro/companies/insa-inc-401k-plan) — 458 participants

- [Granite City Electric Supply Co.](https://planprovider.pro/companies/granite-city-electric-supply-co-401k-plan) — 448 participants

- [Christianbook, LLC](https://planprovider.pro/companies/christianbook-llc-plan-001) — 437 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bj-s-wholesale-club-inc-401k-plan-001)

© 2026 PlanProvider.Pro