# Dollar Tree, INC. 401(k) Plan
Source: https://planprovider.pro/companies/dollar-tree-inc-401k-plan

> Dollar Tree, INC.'s 401(k) plan: 99,632 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/kpmg-llp) — 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|

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