Plan Snapshot
- Plan Sponsor: Costco Wholesale Corporation
- Sponsor EIN: 911223280
- Sponsor Address: 999 LAKE DRIVE, ISSAQUAH, WA, 98027
- Plan Type: 401(k)
- Total Participants: 1,340
- Total Assets: $127.2M
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 | 1,340 | $127.2M | $5.2M | $6.2M |
| 2023 | 1,505 | $106.9M | $5.0M | $5.8M |
| 2022 | 1,548 | $84.6M | $4.7M | $5.3M |
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 | $62,186 | — | $62,186 |
| CROWE LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,186
- Estimated Expense Ratio: 0.049% 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 | $64,415 | — | — | — | — |
| 2023 | $13,977 | — | — | — | — |
| 2022 | $22,934 | — | — | — | — |