# Costco Wholesale Corporation 401(k) Plan
Source: https://planprovider.pro/companies/costco-wholesale-corporation-401k-plan-005

> Costco Wholesale Corporation&#39;s 401(k) plan: 1,340 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

## Similar Plans

- [North Pacific Holdings Co.](https://planprovider.pro/companies/north-pacific-holdings-co-plan) — 33 participants

- [Costco Wholesale Corporation](https://planprovider.pro/companies/costco-wholesale-corporation-401k-plan-002) — 212,976 participants

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