Plan Snapshot
- Plan Sponsor: Costco Wholesale Corporation
- Sponsor EIN: 911223280
- Sponsor Address: 999 LAKE DRIVE, ISSAQUAH, WA, 98027
- Plan Type: 401(k)
- Total Participants: 212,976
- Total Assets: $41.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 212,976 | $41.0B | $680.7M | $1.1B |
| 2023 | 202,468 | $33.4B | $644.9M | $1.0B |
| 2022 | 193,739 | $25.9B | $579.0M | $934.7M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $5,737,790 | — | $5,737,790 |
| MONDRESS MONACO PARR LOCKWOOD PLLC | NONE | $123,900 | — | $123,900 |
| CROWE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,861,690
- Estimated Expense Ratio: 0.014% 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 | $5,970,210 | — | — | — | — |
| 2023 | $5,272,531 | — | — | — | — |
| 2022 | $6,094,068 | — | — | — | $97,114 |