Plan Snapshot
- Plan Sponsor: Dollar Tree, INC.
- Sponsor EIN: 262018846
- Sponsor Address: 500 VOLVO PARKWAY, CHESAPEAKE, VA, 23320
- Plan Type: 401(k)
- Total Participants: 99,632
- Total Assets: $979.1M
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 | 99,632 | $979.1M | $37.8M | $58.7M |
| 2023 | 74,709 | $890.6M | $35.4M | $55.5M |
| 2022 | 87,769 | $778.8M | $31.3M | $51.3M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $1,354,445 | — | $1,354,445 |
| MERCER (US) INC MERCER INVESTMENTS | NONE | $85,725 | — | $85,725 |
| KPMG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KPMG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,440,170
- Estimated Expense Ratio: 0.147% 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 | $1,442,120 | $85,725 | — | — | — |
| 2023 | $1,822,923 | — | — | — | — |
| 2022 | $1,265,617 | $33,750 | — | — | $2,100 |