Plan Snapshot
- Plan Sponsor: Dell INC.
- Sponsor EIN: 742487834
- Sponsor Address: ONE DELL WAY, RR1-42, ROUND ROCK, TX, 78682
- Plan Type: 401(k)
- Total Participants: 36,668
- Total Assets: $14.7B
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 | 36,668 | $14.7B | $220.9M | $571.7M |
| 2023 | 40,878 | $13.5B | $240.0M | $592.0M |
| 2022 | 45,642 | $12.0B | $259.6M | $603.6M |
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 |
|---|---|---|---|---|
| FINANCIAL ENGINES | NONE | $2,898,000 | — | $2,898,000 |
| FIDELITY INV. INTS. OP. CO., INC. | NONE | $773,000 | — | $773,000 |
| PRICEWATERHOUSECOOPERS LLP | NONE | $165,000 | — | $165,000 |
| NORTH PIER SEARCH CONSULTING | NONE | $153,000 | — | $153,000 |
| WILLIS TOWERS WATSON | NONE | $106,000 | — | $106,000 |
| DELOITTE & TOUCHE LLP | NONE | $78,000 | — | $78,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV. INTS. OP. CO., INC. — NONE
- PRICEWATERHOUSECOOPERS LLP — NONE
- WILLIS TOWERS WATSON — NONE
- DELOITTE & TOUCHE LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,173,000
- Estimated Expense Ratio: 0.028% 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 | $4,175,000 | — | — | $243,000 | — |
| 2023 | $4,313,000 | — | — | $236,000 | — |
| 2022 | $5,473,000 | — | — | — | — |